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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
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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
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1
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
SpaceX (S-1 Deep Dive)
The largest IPO in history. Is it worth buying immediately?
Jun 3
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GabGrowth
14
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Cerebras IPO (S-1 Deep Dive)
20x oversubscribed... and an NVIDIA killer?
May 13
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GabGrowth
24
4
Circle Internet Group (Deep Dive)
The Public Market Bet on Stablecoins
May 4
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GabGrowth
26
6
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[Deep Dive] Alibaba, Meituan and JD's Quick Commerce War and How Grab and Sea Will React
A Deep Dive into the Platform War, Unit Economics, and the Next Phase of E-Commerce in SEA
Feb 25
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GabGrowth
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Contrarian Perspectives
60
3
12
Mercado Libre (Deep Dive)
The Most Important Business in Latin America
Dec 23, 2025
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GabGrowth
55
2
7
Axon Enterprise (Deep Dive)
A 30-year mission to protect life, and how it plans to continue
Nov 12, 2025
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GabGrowth
23
9
5
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, 2025
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GabGrowth
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5
Rubrik (Deep Dive)
$1.2B Run-Rate, 51% Growth: Rubrik’s Play for the $50B Data Resilience Market
Sep 22, 2025
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GabGrowth
69
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15
Inter & Co (Deep Dive)
LatAm FinTech Super App Trading at 15x PE Growing 40% YoY
Sep 12, 2025
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GabGrowth
33
2
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