GabGrowth
I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 132 | Founded | 2 years ago | Last Issue | 13 days ago |
| Active | |||||
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gabgrowth.comLatest Issues
Portfolio Review (September 2026)
+193.64% since October 2023 (Outperformance: +108.7%)
September 2026 Markets Review
Shopee v TikTok Shop in 2026
Shopee and TikTok Shop are converging in Southeast Asia, forming a clear duopoly. In this piece, we discuss the differences between the two and what lies ahead.
Shopee was founded in 2015, and went from an upstart to the dominant player wi...
6 Things We Learned from Grab’s Atome Acquisition
Grab’s proposed acquisition of $1.49B for 60% of Atome tells us a lot about where the business is heading.
Consumer lending is becoming a much larger priority for the group. In FY2028, Grab expects GFin to make up ~30% of total Adj. EBITDA...
The Case For Taking Profits
The common advice given to new investors is to hold onto winners and cut your losers.
The reason behind this, is that the most you can lose on a stock is 100%, while the upside is theoretically unlimited. A stock that compounds at 20% a ye...
Why ShopeeVIP is crucial for Sea Limited’s coming decade
Much has been written about Sea Limited’s investment cycle that it has embarked on over the past few quarters.
There have been some worries that this is similar to the investment cycle in late-2023 which resulted in profitability going ne...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for GabGrowth.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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| 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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