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Takeaways from the definitive SEA report
Breaking down the structural shifts and what they mean for SEA equities
6 hrs ago
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GabGrowth
4
dLocal Q3 2025 Earnings Review
Triple Beat, 6th Straight Q of Acceleration, Concerns about Net Take Rates
Nov 13
•
GabGrowth
24
3
Axon Enterprise (Deep Dive)
A 30-year mission to protect life, and how it plans to continue
Nov 12
•
GabGrowth
15
3
Sea Limited Q3 2025 Earnings Review
Yet another stellar top-line beat... but some profitability concerns?
Nov 11
•
GabGrowth
28
3
3
Grab Q3 2025 Earnings Review
Another Steady Quarter, High-Margin Business Accelerating
Nov 4
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GabGrowth
50
2
3
Portfolio Review (October 2025)
+43% YTD, +235% over past 2 years
Nov 3
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GabGrowth
8
1
October 2025
My 11 Holdings and Why
Core Thesis, Portfolio Allocation and Future Plans
Oct 31
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GabGrowth
20
1
2
Shift4 (Deep Dive)
About 3 weeks ago, I asked followers on X what they would like to see a deep dive on, the overwhelming response was Shift4 (FOUR).
Oct 24
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GabGrowth
19
3
Is it time to buy the dip on SE and MELI?
Sea Limited (SE) and Mercado Libre (MELI) both tumbled sharply yesterday, far underperforming the broader market.
Oct 16
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GabGrowth
48
10
4
5 High Quality Stocks on my Watchlist
I'm buying one of them (at least)
Oct 11
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GabGrowth
17
3
Portfolio Update
The past week has been a busy one for my portfolio, so I wanted to share a quick update with subscribers.
Oct 8
•
GabGrowth
8
Rubrik Valuation Model
2 weeks ago, I published my latest deep dive.
Oct 3
•
GabGrowth
12
2
2
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