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Portfolio Review (June 2026)
+211.32% Since Inception, +131.48% Outperformance
Jul 1
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GabGrowth
13
3
1
June 2026
Manchester United (Deep Dive)
Manchester United is one of the biggest and most widely supported sports teams in the world, regularly ranking among the most valuable football clubs…
Jun 25
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GabGrowth
19
1
1
Is CoreWeave a Buy or Sell at these prices?
CoreWeave is one of the most debated stocks in the market today where bulls and bears are equally confident in their thesis.
Jun 24
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GabGrowth
19
1
Everyone Is Wrong About The Emerging Markets Trade
Incredible Outperformance
Jun 17
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GabGrowth
24
2
3
My First Bet on the Physical AI Wave
The first phase of AI was about compute, models, and digital infrastructure.
Jun 9
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GabGrowth
16
1
Sea Limited Comprehensive Financials Dashboard
Hi all,
Jun 5
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GabGrowth
15
1
SpaceX (S-1 Deep Dive)
The largest IPO in history. Is it worth buying immediately?
Jun 3
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GabGrowth
14
1
Portfolio Review (May 2026)
Extremely strong May, and the market rally continues
Jun 1
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GabGrowth
16
1
1
May 2026
Sea Limited Q1 2026 Earnings Review
47% Revenue Growth, Highest in 16 Quarters. All 3 Segments Accelerating
May 14
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GabGrowth
39
4
Cerebras IPO (S-1 Deep Dive)
20x oversubscribed... and an NVIDIA killer?
May 13
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GabGrowth
24
4
Grab Q1 2026 Earnings Review
Surprisingly Strong Results Amidst a Challenging Climate
May 5
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GabGrowth
33
3
2
Circle Internet Group (Deep Dive)
The Public Market Bet on Stablecoins
May 4
•
GabGrowth
26
6
5
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