Global Equity Briefing

Global Equity Briefing

Home
Start Here
Portfolio
Deep Dives
Investment Cases
Fintech
AI
IREN
Nebius
DLocal
Zeta
Nu
Grab
Emerging Markets
Briefings
For Free Members
Archive
About

Deep Dives

Is Novo Nordisk a BUY?
Novo Nordisk. Equity Research! Part 3/3
Feb 10 • Ray Myers
Blood in the Streets!
Novo Nordisk. Equity Research! Part 2/3
Feb 4 • Ray Myers
How Ozempic Transformed Novo Nordisk!
Novo Nordisk. Equity Research! Part 1/3
Jan 28 • Ray Myers
Is Adyen a great investment?
Adyen. Equity Research! Part 3/3
Aug 9, 2025 • Ray Myers
Is Stripe a threat?
Adyen. Equity Research! Part 2/3
Jul 22, 2025 • Ray Myers
How Adyen 20X'ed revenues in less than a decade!
Adyen. Equity Research! Part 1/3
Jul 13, 2025 • Ray Myers
Is Sea Limited a buy?
Sea Limited. Equity Research! Part 3/3
Jun 8, 2025 • Ray Myers
Is TikTok Shop a threat?
Sea Limited. Equity Research! Part 2/3
May 25, 2025 • Ray Myers
How Sea 30X'ed revenue in 4 years!
Sea Limited. Equity Research! Part 1/3
May 18, 2025 • Ray Myers
Is Hims a buy?
Hims and Hers. Equity Research! Part 3/3
Apr 27, 2025 • Ray Myers
Is Amazon a threat?
Hims and Hers. Equity Research! Part 2/3
Apr 20, 2025 • Ray Myers
How Hims grew revenue by 5,434%?
Hims and Hers. Equity Research! Part 1/3
Apr 13, 2025 • Ray Myers
© 2026 Ray Myers · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture