Global Equity Briefing

Global Equity Briefing

Home
Deep Dives
Investment Cases
The Magnificent 7
Celsius
Hims
Nu
Palantir
Emerging Markets
Stock Battles
Briefings
Archive
About

The Magnificent 7

Is Microsoft a buy?
Microsoft Investment Case!
May 13 • 
Ray Myers
11

Share this post

Global Equity Briefing
Global Equity Briefing
Is Microsoft a buy?
Amazon Q1 Earnings Update!
Exploding AI Capex, while AWS and Advertising show strength!
May 2 • 
Ray Myers
7

Share this post

Global Equity Briefing
Global Equity Briefing
Amazon Q1 Earnings Update!
Is TMSC a buy?
TSMC Investment Case!
Apr 30 • 
Ray Myers
13

Share this post

Global Equity Briefing
Global Equity Briefing
Is TMSC a buy?
3
Google Q1 Earnings Update!
Beats on all fronts. Strong Search, Cloud, and YouTube Growth
Apr 25 • 
Ray Myers
14

Share this post

Global Equity Briefing
Global Equity Briefing
Google Q1 Earnings Update!
2
Should you buy Meta?
Meta Investment Case!
Apr 6 • 
Ray Myers
21

Share this post

Global Equity Briefing
Global Equity Briefing
Should you buy Meta?
Is Tesla a buy?
Tesla Investment Case!
Feb 2 • 
Ray Myers
14

Share this post

Global Equity Briefing
Global Equity Briefing
Is Tesla a buy?
3
Is Google a buy?
Google Investment Case!
Jan 19 • 
Ray Myers
35

Share this post

Global Equity Briefing
Global Equity Briefing
Is Google a buy?
13
Should you buy Amazon?
Amazon Investment Case!
Jan 5 • 
Ray Myers
28

Share this post

Global Equity Briefing
Global Equity Briefing
Should you buy Amazon?
© 2025 Ray Myers
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share