Global Equity Briefing

Global Equity Briefing

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Investment Cases

Is IREN a Buy?
Iren 2030-2032 Valuation Model.
Nov 28 • 
Ray Myers
IREN, AI Infrastructure Champion!
IREN Investment Case!
Nov 27 • 
Ray Myers
Long Rubrik!
Rubrik Investment Case!
Nov 16 • 
Ray Myers
Grid Investment Supercycle Opportunity!
Arteche Investment Case!
Oct 25 • 
Ray Myers
Is Nebius still a Buy?
Updated Nebius Investment Case!
Oct 16 • 
Ray Myers
Exciting AI Infrastructure business poised for strong growth!
WhiteFiber Investment Case!
Oct 9 • 
Ray Myers
EYE-CARE pharma at an inflection point.
Harrow Health Investment Case!
Sep 28 • 
Ray Myers
Is High Tide a buy?
Valuation Model
Sep 24 • 
Ray Myers
One of the best small-cap opportunities in the market!
$HITI is up 113%, here is why!
Sep 23 • 
Ray Myers
Is Root a buy?
Root Investment Case!
Sep 19 • 
Ray Myers
AI SaaS set to grow EPS by 711%
Zeta Investment Case!
Sep 14 • 
Ray Myers
Cyber SaaS expected to grow FCF by 437%!
Can SentinelOne challenge CrowdStrike?
Sep 10 • 
Ray Myers
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