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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
Issues117Founded2 years agoLast Issue3 days ago
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Latest Issues

Portfolio Review (June 2026)

+211.32% Since Inception, +131.48% Outperformance

June 2026 Markets Review

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Manchester United (Deep Dive)

Before we start, I must preface that this is a very different business from the type that is typically covered on this Substack.

I’m covering a football club (soccer, if you’re from the U.S.), more specifically, Manchester United Football...

9 days ago
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Is CoreWeave a Buy or Sell at these prices?

CoreWeave is one of the most debated stocks in the market today where bulls and bears are equally confident in their thesis.

CoreWeave is one of the most debated stocks in the market today where bulls and bears are equally confident in the...

10 days ago
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Everyone Is Wrong About The Emerging Markets Trade

Incredible Outperformance

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...

17 days ago
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My First Bet on the Physical AI Wave

The first phase of AI was about compute, models, and digital infrastructure.

The first phase of AI was about compute, models, and digital infrastructure.

25 days ago
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  • GabGrowth

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

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