🗣️ Investor Talk #52: Ray Myers
Ray hunts for the next global winners — where $1 can become $20.
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Every interview follows the same set of sharp, insightful questions — such as “What is your investment strategy?”, “What are your highest conviction stocks?”, and “If you could give one piece of advice to investors, what would it be?”
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Including interviews with Brian Feroldi (Founder - Long Term Mindset), Shay Baloor (Host of Stocktwits) and Gav Blaxberg (CEO - WOLF Financial).
In this edition, we have the pleasure of interviewing:
Name: Ray Myers @TheRayMyers
Age: 30
Residence/Country: Latvia/ Netherlands/Bali
Invests since: 2017
Introduction
I am originally from Latvia, but I moved to the Netherlands to study finance. I ultimately ended up living in Holland for 10 years before moving to Asia. During my time there, I worked in corporate finance in Amsterdam, focusing on accounting and later treasury.
I began reading Substack in 2023 and quickly realized that this is something that I could do, so I started Global Equity Briefing in February 2024.
The goal was to become a smarter investor by documenting my journey. I remember that a few years ago, I read a news story where some researchers ran a trial, where they forced people to write down all the food that they ate to calculate calories. These researchers discovered that the mere act of documenting what one ate led to people making smarter and healthier choices.
I would say that running an investment newsletter has similar dynamics at play. The mere act of documenting my research and investments is leading me to make smarter choices.
What is your investment strategy?
I’m not interested in buying $1 for 50 cents. Whenever I engage with people on X, I often come across “value investors” who have watched a few old Warren Buffett videos and believe the only way to invest is to buy companies growing 2% at a 6 P/E, hoping growth accelerates to 4% and the multiple expands to 8.
That’s just not how I see investing. I’m investing in the future, not speculating on the past.
I’m looking to buy $5, $10, or even $20 for my $1. That’s why I focus on companies in crucial industries with large and expanding total addressable markets (TAMs). Most importantly, my focus is global.
We are living through massive changes — a new global order has arrived. Covid, climate change, Brexit, Donald Trump, the rise of China, the EV and green energy revolution, and, last but certainly not least, the coming AI revolution — all have reshaped the world.
While not an exhaustive list, the world as we knew it is over. The shifting global order will create huge winners and massive losers. Countries will fall, century-old giants will go bankrupt, and new companies will rise. My goal is to be ready — to identify the winners and avoid getting burned by the losers.
How many stocks are currently held in your portfolio?
I am a firm believer that diworsification is a bigger killer of returns than lack of diversification. That’s why I own only five stocks.
Institutional managers preach diversification because their core objective is to prevent investors from withdrawing capital from the fund, so the managers can collect high fees. Their clients are fickle and react emotionally even to small drawdowns. For this reason, fund managers must avoid volatility.
As individual investors, we don’t have the limitations that billion-dollar fund professional investors have. We are allowed to double down on our best ideas.
During the last year, I have sold some stocks to concentrate on my best ideas. So far, the results have been great, but I plan to divert new deposits towards new tickers.
Which sectors do you mainly focus on?
I focus on high-growth sectors with expanding TAMs: AI, Technology, Fintech and Emerging Markets.
What are your 3 highest conviction stocks?
$NU - Nubank
$GRAB - Grab
$NBIS - Nebius
What is the stock in your portfolio with the highest return?
$SOFI - As of this writing, my SoFi position is up over 136%.
What is the biggest investing mistake you have made?
Without a doubt, it’s SolarEdge $SEDG.
I bought SolarEdge during the 2019-2021 stock bubble. It is an Israeli company that manufactures solar panels, batteries, and inverters. Since then, the stock is down over 90% as the industry struggles to grapple with higher interest rates, supply chain issues, and accelerating competition from China.
If you could give one piece of advice to investors, what would it be?
To become a successful investor, you don’t need to be a genius, patience and consistency are enough.
My advice for investors is to stay consistent and maintain a regular investing cadence. Research shows that returns can suffer significantly just by missing a few of the best days in the market each year.
Ray’s Favorites
📖 Favorite book: One Up on Wall Street by Peter Lynch
🎧 Favorite podcast: Acquired @AcquiredFM
💬 Favorite quote: “Buy a business, don’t rent stocks.” - Warren Buffett
👤 Favorite FinX account: @ftr_investors, @GabGrowth, @realroseceline, @SergeyCYW and @wolfofharcourt.
Where can we find more info about you?
Substack: Global Equity Briefing
X: @TheRayMyers
That’s a wrap!
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Vincent & Stefan
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Disclaimer:
The information and opinions provided in this article are for informational and educational purposes only and should not be considered as investment advice or a recommendation to buy, sell, or hold any financial product, security, or asset. The Future Investors does not provide personalized investment advice and is not a licensed financial advisor. Always do your own research before making any investment decisions and consult with a qualified financial professional before making any investment decisions. Please consult the general disclaimer for more details.