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GabGrowth

GabGrowth, Contrarian Perspectives
Hundreds of paid subscribers

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

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues109Founded2 years agoLast Issue13 days ago
Active

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gabgrowth.com
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Latest Issues

Sea Limited Q1 2026 Earnings Review

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%.

Subscribe now


Selected Key Metrics

Total Gross Profit: $3.145...

13 days ago
34

Cerebras IPO (S-1 Deep Dive)

20x oversubscribed... and an NVIDIA killer?

Hey everyone!

14 days ago
21
Paid

Grab Q1 2026 Earnings Review

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.


Selected Key Metrics

  • On-D...
22 days ago
31
3

Circle Internet Group Deep Dive

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.

23 days ago
25
6
Paid

Portfolio Review (April 2026)

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

a month ago
20
Paid

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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

    Strategic, thoughtfully crafted content that drives exceptional outcomes. Focus on China, e-commerce and developing countries.

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