Archive - GabGrowth

Portfolio Review (2025)

+26% in 2025, +197% since Inception

7 hrs ago • GabGrowth

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

Mercado Libre (Deep Dive)

The Most Important Business in Latin America

Dec 23, 2025 • GabGrowth

Rubrik Q3 2026 Earnings Review

Rubrik reported Q3 2026 earnings after the market close on 4th December 2025.

Dec 5, 2025 • GabGrowth

SEA's Digital Champions Analysed

Who to Own, What to Watch, and How They Will Monetise

Dec 4, 2025 • GabGrowth

November 2025

Portfolio Review (November 2025)

2 NEW positions!

Nov 30, 2025 • GabGrowth

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, 2025 • GabGrowth

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, 2025 • GabGrowth

dLocal Q3 2025 Earnings Review

Triple Beat, 6th Straight Q of Acceleration, Concerns about Net Take Rates

Nov 13, 2025 • GabGrowth

Axon Enterprise (Deep Dive)

A 30-year mission to protect life, and how it plans to continue

Nov 12, 2025 • GabGrowth

Sea Limited Q3 2025 Earnings Review

Yet another stellar top-line beat... but some profitability concerns?

Nov 11, 2025 • GabGrowth

Grab Q3 2025 Earnings Review

Another Steady Quarter, High-Margin Business Accelerating

Nov 4, 2025 • GabGrowth

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