Global Equity Briefing

Global Equity Briefing

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

The Magnificent 7

Google Valuation Model!
Is Google a Buy?
Oct 31, 2025 • Ray Myers
Is Google a Buy after this monster Q3?
Q3 2025 Earnings Analysis.
Oct 30, 2025 • Ray Myers
Google Q2 Earnings Update!
Growth accelerates, and Search is alive and kicking!
Jul 24, 2025 • Ray Myers
Is Microsoft a buy?
Microsoft Investment Case!
May 13, 2025 • Ray Myers
Amazon Q1 Earnings Update!
Exploding AI Capex, while AWS and Advertising show strength!
May 2, 2025 • Ray Myers
Is TMSC a buy?
TSMC Investment Case!
Apr 30, 2025 • Ray Myers
Google Q1 Earnings Update!
Beats on all fronts. Strong Search, Cloud, and YouTube Growth
Apr 25, 2025 • Ray Myers
Should you buy Meta?
Meta Investment Case!
Apr 6, 2025 • Ray Myers
Is Tesla a buy?
Tesla Investment Case!
Feb 2, 2025 • Ray Myers
Is Google a buy?
Google Investment Case!
Jan 19, 2025 • Ray Myers
Should you buy Amazon?
Amazon Investment Case!
Jan 5, 2025 • Ray Myers
© 2026 Ray Myers · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture