Archive - GabGrowth

Sea Limited Updated Valuation Model

Raising my targets post Q2 earnings

Aug 16 •

dLocal Q2 2025 Earnings Review

Triple Beat, Raised Guidance, New Experienced CFO

Aug 14 •

Sea Limited Q2 2025 Earnings Review

Phenomenal Quarter, 94% Growth in Loan Book and Highest Growth in 13 Quarters!

Aug 13 •

Coupang's Q2 Earnings Signal Long-Term Optionality

Steady growth with potential for acceleration

Aug 7 •

Mercado Libre Q2 2025 Earnings Review

Reinvesting in Growth, Short Term Pain for Long Term Gain

Aug 5 •

Robinhood Q2 2025 Earnings Review

Robinhood announced their Q2 2025 earnings on 30th July after market close.

Aug 2 •

July 2025

Portfolio Review (July 2025)

A busy month with a few key additions to the portfolio

Jul 31 •

Grab Q2 2025 Earnings Review

Steady Compounding, Strong GFin Performance, but a few concerns...

Jul 31 •

Chagee (Deep Dive)

Trading at just 11x PE with 97.5% LTM Revenue Growth & 20%+ Net Profit Margins

Jul 28 •

Grab's Potential 4th Pillar: GrabAds

$216M run-rate growing 60% YoY with incredible margins

Jul 21 •

Bullish on Fat F*cks

12 Stocks to Profit from Obesity, Laziness, and the Convenience Economy

Jul 18 •

dLocal (Deep Dive)

Compelling Buy Opportunity with Significant Risk-Reward Skew

Jul 14 •

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