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Portfolio Review (September 2026)
+193.64% since October 2023 (Outperformance: +108.7%)
Oct 4
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GabGrowth
10
September 2026
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…
Sep 24
•
GabGrowth
18
2
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.
Sep 18
•
GabGrowth
30
5
5
The Case For Taking Profits
The common advice given to new investors is to hold onto winners and cut your losers.
Sep 8
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GabGrowth
25
6
3
Why ShopeeVIP is crucial for Sea Limited’s coming decade
The real reason Shopee is spending $845M a year without blinking an eye
Sep 4
•
GabGrowth
16
1
Portfolio Review (August 2026)
+222.14% since October 2023 (Outperformance: +136.36%)
Sep 2
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GabGrowth
12
1
August 2026
My Biggest Portfolio Change in Years
My plans for APP, CRWV, NBIS, RBRK, GLXY, OUST, FICO and more
Aug 30
•
GabGrowth
19
1
My 15 Holdings and Why
Rating my portfolio by conviction, valuation, and risk
Aug 24
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GabGrowth
24
3
3
dLocal Q2 2026 Earnings Review
92% TPV growth, but margins continue to fall... I smell a massive opportunity ahead
Aug 16
•
GabGrowth
12
Sea Limited Q2 2026 Earnings Review
More top-line acceleration (48%!), profitability set to ramp in H2
Aug 14
•
GabGrowth
39
4
My thoughts on GRAB, APP, MELI, AXON and GLXY's Q2 earnings
In the past few days, 5 of my portfolio holdings reported earnings.
Aug 7
•
GabGrowth
12
1
Grab Q2 2026 Earnings Review
Record numbers again, acquisitions are starting to take shape
Aug 5
•
GabGrowth
26
1
2
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