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GabGrowth

Hundreds of paid subscribers

I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues137Founded2 years agoLast Issue6 days ago
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Latest Issues

Portfolio Review (October 2026)

Many additions in October, and a few more planned for November

October 2026 Markets Review

6 days ago
4
Paid

Sea Cloud Launch: Massive Opportunity or Distraction?

Sea Limited is entering the cloud computing market. Is this an opportunity to monetise a decade of infrastructure investments, or the beginning of another capital-intensive venture?

Last week, Sea Limited announced two rather unexpected de...

10 days ago
15
Paid

Is Pinduoduo a threat to Sea Limited?

One of the most common questions I’ve received recently is how Pinduoduo’s expansion into Southeast Asia will affect Shopee.

One of the most common questions I’ve received recently is how Pinduoduo’s expansion into Southeast Asia will affe...

12 days ago
18

Sea Limited: Potential Monee IPO

Why Sea Might Be Willing to Give Up 20% of Its Most Promising Business

On 20th October 2026, Sea Limited announced 2 potentially significant developments.

16 days ago
15
Paid

CoreWeave: The Bull and Bear Case Today

Following my earlier CoreWeave deep dive, I wanted to re-visit the investment case after the recent sell-off.

Following my earlier CoreWeave deep dive, I wanted to re-visit the investment case after the recent sell-off.

20 days ago
8
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  • GabGrowth

    I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.

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