GabGrowth

GabGrowth

Home
Portfolio Performance
FREE Articles
Deep Dives
Portfolio Updates
Earnings Reviews
Grab
Sea Limited
Valuation Models
About

Portfolio Updates

Portfolio Review (September 2026)
+193.64% since October 2023 (Outperformance: +108.7%)
Oct 4 • GabGrowth
Portfolio Review (August 2026)
+222.14% since October 2023 (Outperformance: +136.36%)
Sep 2 • GabGrowth
My Biggest Portfolio Change in Years
My plans for APP, CRWV, NBIS, RBRK, GLXY, OUST, FICO and more
Aug 30 • GabGrowth
My 15 Holdings and Why
Rating my portfolio by conviction, valuation, and risk
Aug 24 • GabGrowth
Portfolio Review (July 2026)
+207.68% Since Inception, +127.91% Outperformance
Aug 3 • GabGrowth
Portfolio Review (June 2026)
+211.32% Since Inception, +131.48% Outperformance
Jul 1 • GabGrowth
Portfolio Review (May 2026)
Extremely strong May, and the market rally continues
Jun 1 • GabGrowth
Portfolio Review (April 2026)
April was, in many ways, the mirror image of March. Both the S&P 500 and the Nasdaq just posted their best monthly performance since 2020.
May 1 • GabGrowth
Portfolio Review (March 2026)
March 2026 Markets Review
Apr 1 • GabGrowth
Portfolio Review (Feb 2026)
The market tests conviction
Mar 2 • GabGrowth
Portfolio Review (Jan 2026)
Opportunities coming up!
Feb 2 • GabGrowth
Portfolio Review (2025)
+26% in 2025, +197% since Inception
Jan 1 • GabGrowth
© 2026 GabGrowth · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture