Ray Myers
@TheRayMyers
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Author of "Global Equity Briefing" investment blog. Deep-dives and analysis of global companies. Posts on all things investing!👇
EU
Joined October 2021
Tomorrow, I am releasing Part 2 of my $GRAB Deep Dive! 🇸🇬 🇹🇭 🇻🇳 🇮🇩 🇵🇭 🇲🇲 🇲🇾 - Network Effects 🔄 - Competition 🤼♂️ - Regional Development 📊 Members of Global Equity Briefing are the first to read it once it's out! 📰 🌐
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RT @TheRayMyers: 📢 Google Q4 Earnings One Pager! ❓ $GOOGL -6% First Reaction 🔴 🚨$75B Capex for 2025 +50%🚨 $96.5 Revenue +12% 🟢 $26.5B Ne…
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RT @TheRayMyers: New post on Global Equity Briefing! Update: Palantir Unclassified FY 2024! $PLTR 🟢 +24% in after-hours after earnings!…
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RT @TheRayMyers: 📢 Amazon Q4 Earnings One Pager! 📦 $AMZN -3.5% First Reaction 🔴 🚨Weak Guidance🚨 $187.8B Revenue +10% 🟢 $20B Net Income +…
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Part 2 of my $GRAB Deep Dive is available on Global Equity Briefing! 🇸🇬 🇹🇭 🇻🇳 🇮🇩 🇵🇭 🇲🇲 🇲🇾 - Network Effects 🔄 - Competition 🤼♂️ - Regional Development 📊 Free members of Global Equity Briefing are the first to get all my reports! 📰 🌐 in profile!
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The so-called "dying Google Search" business generated $54B in Q4, up 13%! 🥇 📺 YouTube grew 14%, to $10.5B ☁️ Cloud delivered 30% growth, reaching $12B $GOOGL has 3 massive, fast-growing, and highly profitable businesses! Yet P/E is just 25, below SP 500 average of 30! 🤯 Is Google worse than the market average? Most certainly, it is not! I would buy Google over the average company any day!
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Companies that are Underrated: $AMZN $GOOGL $SPOT $ZM $META $PLTR $V $MA $NVDA $COST $NFLX $ASML $TSM $HOOD $CRWD $MSFT Companies that are Overrated: $CRM $NKE $ADBE $DPZ $LULU $DECK $CMG $TSLA $WING $MCD $SNAP $KO $PEP $WMT $PEP $AAPL $SBUX $UBER
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RT @TheRayMyers: 📢 My Tesla Investment Case article is live! $TSLA 📊 - Booming Energy Business ⚡ - Bad EV year 🚗 - Robotaxis 🧠 - FSD Licen…
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RT @TheRayMyers: Tomorrow, I am releasing Part 2 of my $GRAB Deep Dive! 🇸🇬 🇹🇭 🇻🇳 🇮🇩 🇵🇭 🇲🇲 🇲🇾 - Network Effects 🔄 - Competition 🤼♂️ - Regi…
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@realroseceline I don’t think they they have, I think it was like a 2-3%. If I remember the Acquired podcast correctly. Or maybe was that only for the Birkin bag?
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@realroseceline Easier to manufacture means the moat is smaller. Don’t see what the age of the company has to do with anything.
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RT @TheRayMyers: Prediction time 🔮 📉 $APPL will lose the spot of the world's largest company in the next 1-2 years! 🔴 Additionally, in 5…
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RT @TheRayMyers: 📢 AMD Q4 Earnings One Pager! 🔬 $AMD -4% First Reaction 🔴 $7.7B Revenue +24% 🟢 $482M Net Income -28% 🔴 $1.1B FCF +120% 🚀…
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Prediction time 🔮 📉 $APPL will lose the spot of the world's largest company in the next 1-2 years! 🔴 Additionally, in 5 years it will be outside the Top 5! 🥇 $AMZN will become the largest company in the world!
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Nobody uses booking because they like the brand, they use it because they have the best selection. I mostly use it to look for hotels, after I find the one i like, i check other sites for a better price. People use msft because their company uses msft. There is no brand loyalty there.
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In the last few years, the Mag 7 were huge drivers of EPS and stock growth. Some are projecting a slowdown in 2025, allowing the rest of the S&P 500 to catch up. Will 2025 be the year of small and mid-caps? Any companies I should take a look at?
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$GOOGL will spend $75B on Capex in 2025! 🤯 A large part of this investment will be spent on building new data centers in the US to feed the insatiable demand for processing power! 🇺🇸 🧠 Many WS analysts estimate that this investment will not generate returns anywhere big enough to justify such an investment. 🔴 I disagree, Sundar Pichai is not a moron, he knows what he is doing. 📊
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