GabGrowth
I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 122 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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gabgrowth.comLatest Issues
My thoughts on GRAB, APP, MELI, AXON and GLXY's Q2 earnings
In the past few days, 5 of my portfolio holdings reported earnings.
In the past few days, 5 of my portfolio holdings reported earnings. It’s been a super busy couple of days looking through the reports, and I don’t think I have the time to...
Grab Q2 2026 Earnings Review
Grab reported Q2 2026 Earnings after the market close on 4th Aug 2026.
Revenue: $997M v $991M est. (+22% YoY, +21% Constant Currency)
EBITDA: $168M (+54% YoY), 16.9% Margin v 13.3% A Year Ago
GAAP Profit: $235M v $20M in Q2 2025
EPS: $0...
Portfolio Review (July 2026)
+207.68% Since Inception, +127.91% Outperformance
July 2026 Markets Review
AppLovin (Deep Dive)
AppLovin has always been a bit of an anomaly.
AppLovin has always been a bit of an anomaly. From the beginning, venture capitalists wrote the business off, and throughout the history of the business, many short-sellers have attempted to ta...
Open USD: The $15 Billion Question for Circle
On 30 June, a consortium called Open Standard announced Open USD (OUSD), a dollar stablecoin backed by more than 140 companies including Visa, Mastercard, American Express, Stripe, BlackRock, Coinbase, Google, Shopify and BNY.
Circle stoc...
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Audience Metrics
Subscribers, engagement, traffic and sponsorship for GabGrowth.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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Authors
The writers behind this newsletter.
I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
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