Global Equity Briefing

Global Equity Briefing

Home
Portfolio
Equity Reports
Fintech
AI
Emerging Markets
IREN
Nebius
SoFi
Nu
Grab
Zeta
Briefings
Archive
About

Investment Cases

Sofi Q2 2026: Incredible Cross-Sale vs Stubborn Market!
Stock down 31% YTD, despite accelerating revenue and profit growth.
 • Ray Myers
Meridian Holdings Q2 2026: Strong Profits and a New CEO!
43% ADJ EBITDA growth in Q2 and Zoran Milošević was appointed group CEO of this $180M Online Casino Small Cap.
 • Ray Myers
ServiceNow Deep Dive: Too Cheap to Ignore?
The stock is down 57%, due the AI disruption narrative, however, the company is positioning itself to be an AI winner.
 • Ray Myers
Celsius Deep Dive: Undervalued Energy Platform!
$CELH stock is down 32% YTD, and presents investors with an interesting turnaround opportunity.
 • Ray Myers
One Stop Systems: Enabling Military and Physical AI!
Stock is up 146% YTD as investors seek Physical AI companies.
 • Ray Myers
Broadcom Deep Dive: The Custom AI Chip Leader!
A very high quality business that is trading for a fair price.
 • Ray Myers
Mercado Libre: The Best Company in Latin America is Cheap!
Stock is down 34%, despite accelerating revenue growth and strengthening moat.
 • Ray Myers
Meta: Most Undervalued Mag7!
Investors are worried that Meta might be over investing in AI, while ignoring the Opportunity.
 • Ray Myers
SpaceX Deep Dive: $2T IPO of the Century!
The long awaited SpaceX IPO is here!
 • Ray Myers
Micron: The AI Memory Supercycle!
US memory chip manufacturer experiencing AI-driven, Nvidia-like demand growth for its chips!
 • Ray Myers
Meridian Holdings Q1 2026: Back to GAAP Profitability!
Small cap trading 4x EV/ADJ EBITDA whilst growing topline at 17% and ADJ EBITDA at 26%
 • Ray Myers
Nebius Deep Dive: AWS of AI or a Bubble?
Understanding the AI infrastructure upstart targeting $7-9B ARR in 2026!
 • Ray Myers
© 2026 Ray Myers · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture