Deep Dives

AppLovin (Deep Dive)

The most polarising large-cap business in the market.

Jul 24 • GabGrowth

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 • GabGrowth

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 • GabGrowth

My First Bet on the Physical AI Wave

The first phase of AI was about compute, models, and digital infrastructure.

Jun 9 • GabGrowth

SpaceX (S-1 Deep Dive)

The largest IPO in history. Is it worth buying immediately?

Jun 3 • GabGrowth

Cerebras IPO (S-1 Deep Dive)

20x oversubscribed... and an NVIDIA killer?

May 13 • GabGrowth

Circle Internet Group (Deep Dive)

The Public Market Bet on Stablecoins

May 4 • GabGrowth

[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

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