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GabGrowth

GabGrowth, Contrarian Perspectives

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

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues101SubscribersRead gabgrowth.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Galaxy Digital: April 2026 Update

I first wrote about Galaxy in August 2025, while the stock traded at $24.

8 days ago
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Portfolio Review (March 2026)

March 2026 Markets Review

14 days ago
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My Thoughts on Grab's FoodPanda Taiwan Deal

I've had more time to think about this deal and also research more about Delivery Hero (parent of FoodPanda), and I've come to the conclusion that this was a very good deal made by the $GRAB team and reinforces my confidence in its capital ...

20 days ago
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dLocal Q4 2025 Earnings Review

dLocal reported Q4 2025 earnings after the market close on 19th March 2026.

23 days ago
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Authors

The writers behind this newsletter.

  • GabGrowth

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

  • Contrarian Perspectives

    27, Taiwanese, ex-eCommerce founder, 2500% return in six years, obsess with business strategies, traveling around the world. You can find deep understanding of eCommerce and the real looks of Chinese internet environment from a Western perspective.

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