
I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 109 | Founded | 2 years ago | Last Issue | 13 days ago |
| Active | |||||

Revenue: $7.1B v $6.4B (+46.6% YoY) 🟢
EPS: $0.70 v $0.77 🔴
Sea Limited reporting earnings on 12th May before the market open.
The stock closed the day up 13%.
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Total Gross Profit: $3.145...
20x oversubscribed... and an NVIDIA killer?
Hey everyone!
Grab reported Q1 2026 Earnings after the market close on 4th May 2026.
Revenue: $955M v $921M est. (+24% YoY, 19% Constant Currency)
EBITDA: $154M v $142M est. (+46% YoY)
EPS: $0.04 v $0.02 est.
The Public Market Bet on Stablecoins
Circle operates the world’s largest regulated stablecoin network, and the second largest stablecoin (USDC) behind only Tether (USDT), which remains private.
April was, in many ways, the mirror image of March. Both the S&P 500 and the Nasdaq just posted their best monthly performance since 2020.
April 2026 Markets Review
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.
Strategic, thoughtfully crafted content that drives exceptional outcomes. Focus on China, e-commerce and developing countries.
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