GabGrowth
I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 127 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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gabgrowth.comLatest Issues
Portfolio Review (August 2026)
August 2026 Markets Review
August 2026 Markets Review
My Biggest Portfolio Change in Years
My plans for APP, CRWV, NBIS, RBRK, GLXY, OUST, FICO and more
In the past 15 months, I’ve gone from 10 stocks in my portfolio to 15. My personal preference is to keep my holdings to 10-12 in the portfolio, with the top 5 stocks making up a...
My 15 Holdings and Why
Rating my portfolio by conviction, valuation, and risk
Hi all, this is a paid-subscriber only post as I dive into my portfolio and share the reasons I own each stock, my outlook, and allocation plans.
dLocal Q2 2026 Earnings Review
92% TPV growth, but margins continue to fall... I smell a massive opportunity ahead
dLocal reported Q2 2026 earnings after the market close on 13th August 2026.
Sea Limited Q2 2026 Earnings Review
Revenue: $7.79B v $7.09B est. (+48.1% YoY) 🟢
EPS: $0.70 v $0.79 🔴
Sea Limited reported earnings on 11th August before the market open.
The stock closed the day up 15%.
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Audience Metrics
Subscribers, engagement, traffic and sponsorship for GabGrowth.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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SEO Reach
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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