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AppLovin Q3 2026 Earnings Review

Record quarter for the business, stock is up ~60% since earnings

Nov 9 • GabGrowth

Is Pinduoduo a threat to Sea Limited?

One of the most common questions I’ve received recently is how Pinduoduo’s expansion into Southeast Asia will affect Shopee.

Oct 27 • GabGrowth

6 Things We Learned from Grab’s Atome Acquisition

Grab’s proposed acquisition of $1.49B for 60% of Atome tells us a lot about where the business is heading.

Sep 18 • GabGrowth

Why ShopeeVIP is crucial for Sea Limited’s coming decade

The real reason Shopee is spending $845M a year without blinking an eye

Sep 4 • GabGrowth

Sea Limited Q2 2026 Earnings Review

More top-line acceleration (48%!), profitability set to ramp in H2

Aug 14 • GabGrowth

Grab Q2 2026 Earnings Review

Record numbers again, acquisitions are starting to take shape

Aug 5 • GabGrowth

Open USD: The $15 Billion Question for Circle

CRCL trades below my $80 trigger, but Open USD has potentially repriced distribution economics for good

Jul 13 • 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

Everyone Is Wrong About The Emerging Markets Trade

Incredible Outperformance

Jun 17 • GabGrowth

Sea Limited Q1 2026 Earnings Review

47% Revenue Growth, Highest in 16 Quarters. All 3 Segments Accelerating

May 14 • GabGrowth

Grab Q1 2026 Earnings Review

Surprisingly Strong Results Amidst a Challenging Climate

May 5 • GabGrowth

My 8-Step System to Researching Stocks in 2026

Hi fellow investors!

Apr 20 • GabGrowth

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