dLocal Q2 2026 Earnings Review
92% TPV growth, but margins continue to fall... I smell a massive opportunity ahead
GabGrowth
I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
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Sea Limited Q2 2026 Earnings Review
More top-line acceleration (48%!), profitability set to ramp in H2
My thoughts on GRAB, APP, MELI, AXON and GLXY's Q2 earnings
In the past few days, 5 of my portfolio holdings reported earnings.
Grab Q2 2026 Earnings Review
Record numbers again, acquisitions are starting to take shape
Portfolio Review (July 2026)
+207.68% Since Inception, +127.91% Outperformance
AppLovin (Deep Dive)
AppLovin has always been a bit of an anomaly.
Open USD: The $15 Billion Question for Circle
CRCL trades below my $80 trigger, but Open USD has potentially repriced distribution economics for good
Portfolio Review (June 2026)
+211.32% Since Inception, +131.48% Outperformance
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 globally.
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.