
I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 117 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||

+211.32% Since Inception, +131.48% Outperformance
June 2026 Markets Review
Before we start, I must preface that this is a very different business from the type that is typically covered on this Substack.
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CoreWeave is one of the most debated stocks in the market today where bulls and bears are equally confident in their thesis.
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The MSCI Emerging Markets Index returned 33.6% in 2025, ahead of the S&P 500 at 17.9% and the MSCI World at 21.1%. EM ex-China did slightly better at 34.6%.
The index has carried that momentum into this year a...
The first phase of AI was about compute, models, and digital infrastructure.
The first phase of AI was about compute, models, and digital infrastructure.
Subscribers, engagement, traffic and sponsorship for GabGrowth.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Where GabGrowth ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 229 | Monthly Search Traffic | Top Keywords |
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The writers behind this newsletter.
I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
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