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dLocal Q2 2026 Earnings Review
92% TPV growth, but margins continue to fall... I smell a massive opportunity ahead
Aug 16
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GabGrowth
10
Sea Limited Q2 2026 Earnings Review
More top-line acceleration (48%!), profitability set to ramp in H2
Aug 14
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GabGrowth
34
3
My thoughts on GRAB, APP, MELI, AXON and GLXY's Q2 earnings
In the past few days, 5 of my portfolio holdings reported earnings.
Aug 7
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GabGrowth
10
1
Grab Q2 2026 Earnings Review
Record numbers again, acquisitions are starting to take shape
Aug 5
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GabGrowth
24
1
2
Portfolio Review (July 2026)
+207.68% Since Inception, +127.91% Outperformance
Aug 3
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GabGrowth
13
July 2026
AppLovin (Deep Dive)
The most polarising large-cap business in the market.
Jul 24
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GabGrowth
34
8
Open USD: The $15 Billion Question for Circle
CRCL trades below my $80 trigger, but Open USD has potentially repriced distribution economics for good
Jul 13
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GabGrowth
19
2
Portfolio Review (June 2026)
+211.32% Since Inception, +131.48% Outperformance
Jul 1
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GabGrowth
16
3
2
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
22
8
2
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
20
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
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