Global Equity Briefing

Global Equity Briefing

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

Investment Cases

A Legend Consolidating an $800B Industry!
QXO Investment Case!
21 mins ago • Ray Myers
AST Space Mobile Investment Case!
Revolutionising Satellite Communication!
Dec 13 • Ray Myers
Long Pagaya!
Pagaya Investment Case!
Dec 9 • Ray Myers
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
© 2025 Ray Myers · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture