GabGrowth
Subscribe
Sign in
Home
Notes
Portfolio Performance
Deep Dives
Earnings Reviews
Grab
Sea Limited
Valuation Model
Archive
Leaderboard
About
Latest
Top
Discussions
Rubrik Valuation Model
2 weeks ago, I published my latest deep dive.
2 hrs ago
•
GabGrowth
1
Portfolio Review (September 2025)
+43% YTD, +234% Since Inception
Oct 1
•
GabGrowth
16
3
September 2025
The Case for Investing in Emerging Markets
Why the Next Decade of Growth Belongs to Emerging Markets
Sep 25
•
GabGrowth
37
Rubrik (Deep Dive)
$1.2B Run-Rate, 51% Growth: Rubrik’s Play for the $50B Data Resilience Market
Sep 22
•
GabGrowth
38
6
Deep Dive Performance Tracker
7 Bullish Initiations, No Losers (Yet)
Sep 15
•
GabGrowth
8
1
Inter & Co (Deep Dive)
LatAm FinTech Super App Trading at 15x PE Growing 40% YoY
Sep 12
•
GabGrowth
25
August 2025
Portfolio Review (August 2025)
+31% YTD, +208% Since Inception
Aug 31
•
GabGrowth
10
1
dLocal Updated Valuation Model
About six weeks ago, I published a deep dive on dLocal which included a valuation model.
Aug 27
•
GabGrowth
14
Grab Valuation Model
Why I see much room for upside
Aug 24
•
GabGrowth
41
2
Galaxy Digital (Deep Dive)
The pieces are in place for what I believe could be one of the most compelling opportunities in today’s market
Aug 19
•
GabGrowth
13
8
Sea Limited Updated Valuation Model
Raising my targets post Q2 earnings
Aug 16
•
GabGrowth
8
3
dLocal Q2 2025 Earnings Review
Triple Beat, Raised Guidance, New Experienced CFO
Aug 14
•
GabGrowth
18
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
