Deep Dives

[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 • GabGrowth and Contrarian Perspectives

Mercado Libre (Deep Dive)

The Most Important Business in Latin America

Dec 23, 2025 • GabGrowth

Axon Enterprise (Deep Dive)

A 30-year mission to protect life, and how it plans to continue

Nov 12, 2025 • GabGrowth

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 • GabGrowth

Rubrik (Deep Dive)

$1.2B Run-Rate, 51% Growth: Rubrik’s Play for the $50B Data Resilience Market

Sep 22, 2025 • GabGrowth

Inter & Co (Deep Dive)

LatAm FinTech Super App Trading at 15x PE Growing 40% YoY

Sep 12, 2025 • GabGrowth

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, 2025 • GabGrowth

Chagee (Deep Dive)

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

Jul 28, 2025 • GabGrowth

dLocal (Deep Dive)

Compelling Buy Opportunity with Significant Risk-Reward Skew

Jul 14, 2025 • GabGrowth

Sea Limited (Deep Dive)

My Investment Thesis as of June 2025

Jun 21, 2025 • GabGrowth

Taiwan Semiconductor (Deep Dive)

The Foundry that runs the World

Jun 9, 2025 • GabGrowth

Coupang (Deep Dive)

The Art of Obsession

May 30, 2025 • GabGrowth

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