GabGrowth
I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 130 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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gabgrowth.comLatest Issues
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...
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...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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| 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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