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Rubrik Q3 2026 Earnings Review
Rubrik reported Q3 2026 earnings after the market close on 4th December 2025.
Dec 5
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GabGrowth
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SEA's Digital Champions Analysed
Who to Own, What to Watch, and How They Will Monetise
Dec 4
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GabGrowth
11
3
November 2025
Portfolio Review (November 2025)
2 NEW positions!
Nov 30
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GabGrowth
10
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Why I'm Adding To My Largest Position
Sea Limited has been my largest holding for some time, and despite significant stock price volatility, my conviction has only grown stronger.
Nov 28
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GabGrowth
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Where the Next 5 Years of Outperformance in SEA Will Come From
Breaking down the structural shifts and what they mean for SEA equities
Nov 18
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GabGrowth
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dLocal Q3 2025 Earnings Review
Triple Beat, 6th Straight Q of Acceleration, Concerns about Net Take Rates
Nov 13
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GabGrowth
25
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Axon Enterprise (Deep Dive)
A 30-year mission to protect life, and how it plans to continue
Nov 12
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GabGrowth
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Sea Limited Q3 2025 Earnings Review
Yet another stellar top-line beat... but some profitability concerns?
Nov 11
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GabGrowth
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Grab Q3 2025 Earnings Review
Another Steady Quarter, High-Margin Business Accelerating
Nov 4
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GabGrowth
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Portfolio Review (October 2025)
+43% YTD, +235% over past 2 years
Nov 3
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GabGrowth
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October 2025
My 11 Holdings and Why
Core Thesis, Portfolio Allocation and Future Plans
Oct 31
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GabGrowth
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Shift4 (Deep Dive)
About 3 weeks ago, I asked followers on X what they would like to see a deep dive on, the overwhelming response was Shift4 (FOUR).
Oct 24
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GabGrowth
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