Archive - GabGrowth

Galaxy Digital: April 2026 Update

I first wrote about Galaxy in August 2025, while the stock traded at $24.

21 hrs ago • GabGrowth

Portfolio Review (March 2026)

March 2026 Markets Review

Apr 1 • GabGrowth

March 2026

My Thoughts on Grab's FoodPanda Taiwan Deal

I've had more time to think about this deal and also research more about Delivery Hero (parent of FoodPanda), and I've come to the conclusion that this…

Mar 26 • GabGrowth

dLocal Q4 2025 Earnings Review

Exponential Growth, But Margins Are Collapsing... Here Is Why I Believe The Market Is Completely Missing The Point

Mar 23 • GabGrowth

Rubrik Q4 2026 Earnings Review

Another Fantastic Quarter by Rubrik. Are the Software Disruption Fears Warranted?

Mar 22 • GabGrowth

Grab's $65B Quick Commerce Opportunity

A breakdown of food delivery, grocery, and non-food instant retail and how Grab is positioned to compete across all three segments

Mar 12 • GabGrowth

Sea Limited Q4 2025 Earnings Review

The Real Reason Behind the Selloff

Mar 3 • GabGrowth

Portfolio Review (Feb 2026)

The market tests conviction

Mar 2 • GabGrowth

February 2026

AI Is Killing Software (But Not These 4 Businesses)

IGV, the Software Sector ETF, is in a 35% drawdown from all-time highs set just 4 months ago.

Feb 27 • GabGrowth

[Deep Dive] Alibaba, Meituan and JD's Quick Commerce War and How Grab and Sea Will React

A Deep Dive into the Platform War, Unit Economics, and the Next Phase of E-Commerce in SEA

Feb 25 • GabGrowth and Contrarian Perspectives

Duolingo (Mini Dive)

Generational Opportunity or Value Trap?

Feb 13 • GabGrowth

Grab Q4 2025 Earnings Review

Short-Term Weakness, Long-Term Strength

Feb 12 • GabGrowth

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