GabGrowth | Substack

Grab Holdings: The 2026 Thesis

Hello all. It’s been awhile since I’ve written a piece on Grab.

Jan 6 • GabGrowth

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Sea Limited Q1 2026 Earnings Review

47% Revenue Growth, Highest in 16 Quarters. All 3 Segments Accelerating

May 14 • GabGrowth

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20x oversubscribed... and an NVIDIA killer?

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Grab Q1 2026 Earnings Review

Surprisingly Strong Results Amidst a Challenging Climate

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The Public Market Bet on Stablecoins

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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.

May 1 • GabGrowth

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