GabGrowth
Subscribe
Sign in
Home
Portfolio Performance
Deep Dives
Earnings Reviews
Grab
Sea Limited
Valuation Model
About
Latest
Top
Discussions
Duolingo (Mini Dive)
Generational Opportunity or Value Trap?
Feb 13
•
GabGrowth
19
1
4
Grab Q4 2025 Earnings Review
Short-Term Weakness, Long-Term Strength
Feb 12
•
GabGrowth
29
5
1
Portfolio Review (Jan 2026)
December 2025 Markets Review
Feb 2
•
GabGrowth
13
January 2026
Food Delivery in Southeast Asia (2026)
The Two-Horse Race (Grab vs Sea)
Jan 30
•
GabGrowth
17
1
Why I’m Not Worried About $SE Sea Limited’s 38% Drawdown
Sea Limited is in a 38% drawdown from its most recent high in September 2025.
Jan 24
•
GabGrowth
43
3
3
Revisiting All 13 Deep Dives (Part 2/2)
CHA, DLO, GLXY, INTR, RBRK, FOUR, AXON, MELI
Jan 23
•
GabGrowth
12
1
Nebius Group: The Investment Case
In this piece, I detail why Nebius is one of the latest additions to my portfolio.
Jan 16
•
GabGrowth
14
1
Revisiting All 13 Deep Dives (Part 1/2)
10 Bullish, 3 Bearish (92% Success Rate)
Jan 12
•
GabGrowth
9
1
Grab Holdings: The 2026 Thesis
Hello all. It’s been awhile since I’ve written a piece on Grab.
Jan 6
•
GabGrowth
107
8
18
Portfolio Review (2025)
+26% in 2025, +197% since Inception
Jan 1
•
GabGrowth
12
December 2025
My Top 3 Stocks for 2026
In this piece, I highlight three stocks I currently own that I am most excited about heading into 2026.
Dec 26, 2025
•
GabGrowth
28
3
Mercado Libre (Deep Dive)
The Most Important Business in Latin America
Dec 23, 2025
•
GabGrowth
46
2
5
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
