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Global Equity Briefing

Publishes global stock analysis, portfolio reviews, and company-specific investment ideas for long-term investors.

https://www.globalequitybriefing.com/

Mentions20
Posts14
Latest post3 Sept 2026
SK hynix Inc.SK Hynix Deep Dive: 4x P/E is Too Cheap!-3 Sept 2026
Iren SpAAugust 2026 Portfolio Review.-1 Sept 2026
SK hynix Inc.August 2026 Portfolio Review.-1 Sept 2026
Iren SpADave Investment Thesis: 15 Million Americans Big Banks Left Behind.-31 Aug 2026
SK hynix Inc.Dave Investment Thesis: 15 Million Americans Big Banks Left Behind.-31 Aug 2026
Dave Inc.Dave Investment Thesis: 15 Million Americans Big Banks Left Behind.-31 Aug 2026
Iren SpAIREN Q2 2026: Sayonara Bitcoin and Hello AI Cloud!-29 Aug 2026
AppLovin CorporationAppLovin: $1T AI Monetisation Platform in the making?-24 Aug 2026
SoFi Technologies, Inc.Sofi: 2030 Target Share Price!-17 Aug 2026
SoFi Technologies, Inc.Nu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
DLocal LimitedNu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
Micron Technology, Inc.Nu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
Nu Holdings Ltd.Nu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
Nebius Group N.V.Nebius Q2 2026: Arkady Delivers Again!-13 Aug 2026
Teradyne, Inc.Teradyne: Photonics, Memory, AI, and Physical AI Tailwinds!-12 Aug 2026
SoFi Technologies, Inc.Sofi Q2 2026: Incredible Cross-Sale vs Stubborn Market!-7 Aug 2026
Meridian Holdings Inc.Meridian Holdings Q2 2026: Strong Profits and a New CEO!-5 Aug 2026
ServiceNow, Inc.ServiceNow Deep Dive: Too Cheap to Ignore?-28 Jul 2026
Celsius Holdings, Inc.Celsius Deep Dive: Undervalued Energy Platform!-8 Jul 2026
Take-Two Interactive Software, Inc.Take Two Investment Thesis!-4 Jul 2026