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Global Equity Briefing

Ray Myers
Tens of paid subscribers

Find Global growth stocks Wall Street is overlooking!

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Substack
PricingFreemiumPublishesDaily
Issues204Founded3 years agoLast Issue7 days ago
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Latest Issues

What Will Micron’s Share Price be in 2029?

Last week Micron released an incredibly strong earnings report, yet the share price barely moved.

That’s because 2026 results essentially don’t matter for the stock anymore, because investors already knew 2026 is an extraordinary year. We...

7 days ago
2

September 2026 Portfolio Review.

Since its founding, the portfolio has generated a TWR of 251.03%, a CAGR of 21.79%, beating the S&P500 return of 156.72%, a CAGR of 15.91%!

8 days ago
3
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Omada Investment Thesis!

Where personalized healthcare meets connected devices and AI!

11 days ago
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Micron FYQ4 2026 Earnings: The AI Memory Supercycle Continues!

In 2026, Micron went from a sleepy memory maker to one of the most profitable companies on the planet, with the stock up about 273% this year.

This is what I explored in my Micron Deep Dive earlier in the year.

Yet the market still pric...

11 days ago
7
2

7 Stocks to BUY for the next 6-12 months!

Looking at potential catalysts for 7 promising stocks.

14 days ago
2
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    Find global growth stocks Wall Street is overlooking!

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