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Global Equity Briefing

Ray Myers
Hundreds of paid subscribers

Smarter Investing Starts Today with Global Equity Briefing.

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PricingFreemiumPublishesDaily
Issues172Founded2 years agoLast Issue10 hours ago
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Latest Issues

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A very high quality business that is trading for a fair price.

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Stock is down 34%, despite accelerating revenue growth and strengthening moat.

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May 2026 Portfolio Review.

+161.22% Since Founding, a CAGR of 17.06%.

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Meta: Most Undervalued Mag7!

Investors are worried that Meta might be over investing in AI, while ignoring the Opportunity.

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Share Cannibals: Why Charlie Munger Loved Them.

Charlie Munger famously told investors to “look at the cannibals”.

A share cannibal is a company that repurchases huge amounts of its own shares.

When a mature and financially strong company buys back its own stock, it directly reduces th...

22 days ago
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