[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@GabGrowth](/creator/twitter/GabGrowth) "$AMZN looks likely to eat $CART Another casualty" [X Link](https://x.com/GabGrowth/status/1955633042342764746) [@GabGrowth](/creator/x/GabGrowth) 2025-08-13T14:10Z 18.3K followers, 3245 engagements "Just posted my latest Deep Dive: $INTR It is a family-owned and operated Brazilian Neobank competing with the likes of $NU. Trades at 15x PE growing top-line at XX% with one of the most conservative credit approaches I've come across. Enjoy the read ๐" [X Link](https://x.com/GabGrowth/status/1966503000886693985) [@GabGrowth](/creator/x/GabGrowth) 2025-09-12T14:03Z 18.3K followers, 14.5K engagements "$CROX is the prime example of how important management is to a business. Crocs despite what critics say has not been a fad. It has thrived for over X decades. Yet the acquisition of HeyDude was so disastrous that the market no longer trusts the management team. The market is quite literally actively discounting the name because they believe management wont utilise capital in a shareholder friendly manner" [X Link](https://x.com/GabGrowth/status/1958863515328160012) [@GabGrowth](/creator/x/GabGrowth) 2025-08-22T12:07Z 18.3K followers, 3289 engagements "$GRAB X DOLLARS Weve gotten over the hurdle finally. I think many have probably given up along this journey with the way the stock has traded. My thesis has always been steady compounding north of XX% per year for a decade or more. Every quarter that passes Grab gets embedded deeper into the habits of each and every SEA consumer. Meanwhile its rivals weaken and face diseconomies of scale. The first decade for Grab was about securing market share and dominance. The next will be about leveraging its dominance for profits. As Ive said previously Mobility and Deliveries are the trojan horses." [X Link](https://x.com/GabGrowth/status/1966617164284391659) [@GabGrowth](/creator/x/GabGrowth) 2025-09-12T21:37Z 18.3K followers, 29.2K engagements "Not saying this to incite FOMO on any stock but in bull markets stocks that get a narrative change can go much higher than most expect. The best recent example for me was $HOOD. I bought into the stock at $X in 2023 with a contrarian view on the business while the general market hated it due to the payment for order flow saga over $GME. I had a long-term view on the business (and still do) and believed $XX was a good 2-3 year target to aim for and returns wouldve been incredibly good at that level Less than a year later it hit that number. I continued to hold as the business was doing great" [X Link](https://x.com/GabGrowth/status/1969206114333180311) [@GabGrowth](/creator/x/GabGrowth) 2025-09-20T01:04Z 18.3K followers, 31.8K engagements "If youre invested or have any interest investing in: $GRAB $SE $MELI $DLO $NU $INTR etc I think you should definitely give this a read. EM stocks are still at relatively fair valuations IMO despite many seeing triple digit returns over the past XX months" [X Link](https://x.com/GabGrowth/status/1971564002745696394) [@GabGrowth](/creator/x/GabGrowth) 2025-09-26T13:14Z 18.3K followers, 7367 engagements "ICYMI a weekend read for some of you: I shared about my thesis for investing in Emerging Markets. If youre invested/interested in $GRAB $SE $MELI $NU $INTR $GLBE $DLO You might want to give it a read ๐" [X Link](https://x.com/GabGrowth/status/1975037056385704443) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T03:15Z 18.3K followers, 4595 engagements "Added to $MELI again today in the $2100s. This is a steal imo" [X Link](https://x.com/GabGrowth/status/1975220817203253309) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T15:25Z 18.3K followers, 7115 engagements "$GRAB +4% today ๐ X cents from 52-week highs" [X Link](https://x.com/GabGrowth/status/1975266252433334769) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T18:25Z 18.3K followers, 7866 engagements "@amitisinvesting Damn shots fired" [X Link](https://x.com/GabGrowth/status/1975899847757807679) [@GabGrowth](/creator/x/GabGrowth) 2025-10-08T12:23Z 18.3K followers, 32.4K engagements "@giggspyt @EXP_Philosopher @davey_juice Was talking about $SG Sweetgreen" [X Link](https://x.com/GabGrowth/status/1975912445282808145) [@GabGrowth](/creator/x/GabGrowth) 2025-10-08T13:13Z 18.3K followers, XXX engagements "SEAs funding landscape has collapsed. As ive said before I believe the winners are already in the market. $SE $GRAB" [X Link](https://x.com/GabGrowth/status/1976247310838563041) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T11:24Z 18.3K followers, 21.9K engagements "My response to $TSLAQ" [X Link](https://x.com/GabGrowth/status/1976288257425145879) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T14:06Z 18.3K followers, 2193 engagements "@mattscottcap Every PL club has to report annual accounts under UK law. Chelsea had $468M in revenues in 2024 compared to United at $662M" [X Link](https://x.com/GabGrowth/status/1976328958489792919) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T16:48Z 18.3K followers, XX engagements "It seems there are many fellow sufferers that are in the same boat as me I think a deep dive is in order" [X Link](https://x.com/GabGrowth/status/1976342499330490609) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T17:42Z 18.3K followers, 4299 engagements "@StockMarketNerd XX% more if you consider $GRAB a cash position (from the way it trades ๐คฃ)" [X Link](https://x.com/GabGrowth/status/1976345077996978601) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T17:52Z 18.3K followers, 3396 engagements "$SE Monee is incredibly underrated. Its growth and execution speaks for itself especially when compared to $GRAB's Fin services segment that still has plenty of catching up to do" [X Link](https://x.com/GabGrowth/status/1976362613308330321) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T19:02Z 18.3K followers, 7182 engagements "This is likely the reason for the $DLO & $MELI pop today" [X Link](https://x.com/GabGrowth/status/1976379100433613122) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T20:07Z 18.3K followers, 6107 engagements "JUST IN: $GLXY secured a $460M investment at $XX per share. Proceeds to be used to power the buildout of its Helios data center campus" [X Link](https://x.com/GabGrowth/status/1976741822824128662) [@GabGrowth](/creator/x/GabGrowth) 2025-10-10T20:09Z 18.3K followers, 16.6K engagements "$GLXY announcement + earnings date ๐" [X Link](https://x.com/GabGrowth/status/1976742478079287715) [@GabGrowth](/creator/x/GabGrowth) 2025-10-10T20:11Z 18.3K followers, 4398 engagements "@samsolid57 @meetblossomapp Unfortunately $GRAB doesnt operate in those regions yet and I dont expect they will" [X Link](https://x.com/GabGrowth/status/1977009826321641762) [@GabGrowth](/creator/x/GabGrowth) 2025-10-11T13:54Z 18.3K followers, XXX engagements "Trumps post was not the reason it was the excuse" [X Link](https://x.com/GabGrowth/status/1977013755746959494) [@GabGrowth](/creator/x/GabGrowth) 2025-10-11T14:09Z 18.3K followers, 13.5K engagements "Those businesses are not comparable in quality imo. $MELI is well deserving of a higher multiple because of consistent proven execution over XXX decades. $XYZ on the other hand I would bet on winners to continue winning over a loser turning into a winner. Not saying I dislike $XYZ though just my thoughts if I had to choose between both" [X Link](https://x.com/GabGrowth/status/1977287524927025338) [@GabGrowth](/creator/x/GabGrowth) 2025-10-12T08:17Z 18.3K followers, XXX engagements "Interesting to note that $ETH has rebounded fastest relative to the drawdown on Friday among the majors. Bodes well for $BMNR" [X Link](https://x.com/GabGrowth/status/1977425708361146663) [@GabGrowth](/creator/x/GabGrowth) 2025-10-12T17:26Z 18.3K followers, 3365 engagements "$GLXY Interesting development here They are hiring for a new head of data center site development with the explicit role to: source and evaluate new large-scale data center developments and lead campus development for sites within the Galaxy portfolio. Currently $GLXY only has Helios (800MW approved and contracted 2.7GW to go) However management has discussed the potential of acquiring other sites previously too. In a previous earnings call it disclosed a pipeline of XX potential projects averaging 500MW each. I think it is very plausible that they are in talks to purchase a new data center" [X Link](https://x.com/GabGrowth/status/1978133822752665915) [@GabGrowth](/creator/x/GabGrowth) 2025-10-14T16:20Z 18.3K followers, 14.9K engagements "What is your favourite MAG7 stock today and why" [X Link](https://x.com/GabGrowth/status/1978504261588627913) [@GabGrowth](/creator/x/GabGrowth) 2025-10-15T16:52Z 18.3K followers, 2935 engagements "Rough day for X of my largest positions $SE and $MELI $SE -X% $MELI -X% Dont see any fundamental news coming through about the businesses yet though maybe someone has heard something. Will likely be adding to my position" [X Link](https://x.com/GabGrowth/status/1978623933575282944) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T00:48Z 18.3K followers, 13.8K engagements "@Sammy18021998 Check out my deep dive on it and search $SE on my profile I have tons of posts on it" [X Link](https://x.com/GabGrowth/status/1978624346747728123) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T00:49Z 18.3K followers, 1269 engagements "$SE had a similar drop in the X weeks leading up to its Q2 earnings ($168-$146) Earnings day - +19% Erasing all the losses in one day" [X Link](https://x.com/GabGrowth/status/1978639860278911249) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T01:51Z 18.3K followers, 4726 engagements "$TSM Strong Print A few highlights from Q3 earnings: - High performance AI chips accounted for XX% of revenue this quarter nearly 2x that of smartphones - Plans to acquire a 2nd major US Arizona site to accelerate capacity. - Management commentary: "Our business in the third quarter was supported by strong demand for our leading-edge process technologies". - Management commentary: "Moving into Q4 XX we expect our business to be supported by continued strong demand for our leading-edge process technologies. We continue to observe robust AI-related demand throughout 2025."" [X Link](https://x.com/GabGrowth/status/1978713290357506221) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T06:43Z 18.3K followers, 6075 engagements "Great overview of $SE Founder and CEO Forrest Lis recent interview ๐" [X Link](https://x.com/GabGrowth/status/1978744305176007021) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T08:46Z 18.3K followers, 5128 engagements "$HIMS The CEO literally executes a planned sale the day after ๐คฃ Wonder how the bulls are going to defend it this time" [X Link](https://x.com/GabGrowth/status/1978972029509374168) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T23:51Z 18.3K followers, 51K engagements "@samsolid57 XXX% Lots of opportunities yet in the market for those willing to look" [X Link](https://x.com/GabGrowth/status/1979047521151324558) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T04:51Z 18.3K followers, XXX engagements "@fintegrate Do you employ any hedging strategies or raise cash" [X Link](https://x.com/GabGrowth/status/1979157828678869321) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T12:09Z 18.3K followers, XXX engagements "Just posted my earnings review on $SE I cover: - Revenue Acceleration - Shopee's New Initiatives - Monee's XX% Growth () - Management Commentary Link below and in bio as usual" [X Link](https://x.com/GabGrowth/status/1955661635932365295) [@GabGrowth](/creator/x/GabGrowth) 2025-08-13T16:04Z 18.3K followers, 9455 engagements "Which stocks interest you at this level and you intend to purchase soon Ill start: $DLO" [X Link](https://x.com/GabGrowth/status/1967947759484539017) [@GabGrowth](/creator/x/GabGrowth) 2025-09-16T13:44Z 18.3K followers, 10.4K engagements "I agree. My latest deep dive was on $INTR and I liked the valuation managements honesty and conservatism and the accelerating top-line. But very difficult to fight against someone like $NU that is the top dog and first mover. Still think it does well returns wise but hard to justify it being a 5+year investment" [X Link](https://x.com/GabGrowth/status/1968856418183954496) [@GabGrowth](/creator/x/GabGrowth) 2025-09-19T01:55Z 18.3K followers, XXX engagements "The thesis for many of my holdings are not rate of growth but duration of growth. The real power lies in compounding owning businesses that can consistently deliver double-digit growth over decades. Those are the kinds of companies worth holding onto" [X Link](https://x.com/GabGrowth/status/1969918135605313946) [@GabGrowth](/creator/x/GabGrowth) 2025-09-22T00:14Z 18.3K followers, 12.7K engagements "My last X deep dives: $RBRK $INTR $GLXY $CHA $DL What do you want to see next" [X Link](https://x.com/GabGrowth/status/1970446878157529211) [@GabGrowth](/creator/x/GabGrowth) 2025-09-23T11:15Z 18.3K followers, 11.1K engagements "Just published my latest article โ๐ The Case for Investing in Emerging Markets XX% of my portfolio is positioned in EM stocks such as $SE $GRAB $DLO $MELI so this is truly my personal thesis. Have a read below๐" [X Link](https://x.com/GabGrowth/status/1971220491051696352) [@GabGrowth](/creator/x/GabGrowth) 2025-09-25T14:29Z 18.3K followers, 12.7K engagements "Rank these X EM stocks from most to least attractive to own today: $DLO $GRAB $INTR $MELI $NU $SE (This is not my ranking)" [X Link](https://x.com/GabGrowth/status/1973005878166159361) [@GabGrowth](/creator/x/GabGrowth) 2025-09-30T12:43Z 18.3K followers, 12.5K engagements "@EXP_Philosopher @davey_juice No thoughts never tried it before not available in Singapore. You like it" [X Link](https://x.com/GabGrowth/status/1974548101064266187) [@GabGrowth](/creator/x/GabGrowth) 2025-10-04T18:52Z 18.3K followers, XXX engagements "The nothing ever happens trade is something im very keen to take this year: $FICO $MCO $SPGI $MSCI $CME $EFX All quality compounders with monopoly/oligopoly power in their respective niches" [X Link](https://x.com/GabGrowth/status/1975255112223252627) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T17:41Z 18.3K followers, 5090 engagements "In the past month weve seen multiple companies doing ATM offerings: $JOBY $ASTS $CRDO $QUBT $RKLB This is very reminiscent of 2021 where many growth and speculative companies also turned to ATM offerings for capital: $SE $NIO $GME $MSTR $SPCE ATM programs are typically a sign of X things. X. Management seeing elevated share prices as an opportunity to raise cheap capital. X. A market environment thats highly receptive to speculative growth narratives. When liquidity is abundant and investor sentiment is euphoric some companies rush to tap the market. They do this not because they need the" [X Link](https://x.com/GabGrowth/status/1975877892958523844) [@GabGrowth](/creator/x/GabGrowth) 2025-10-08T10:56Z 18.3K followers, 17.8K engagements "One of the stocks ive long wanted to cover (largely for selfish reasons) is $MANU. Yes unfortunately I am a fan Any football (soccer) or even sports fans that would be interested in something like this I intend to make the deep dive entirely free" [X Link](https://x.com/GabGrowth/status/1976290290198573382) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T14:14Z 18.3K followers, 21.8K engagements "Bearish $META" [X Link](https://x.com/GabGrowth/status/1977613911152312641) [@GabGrowth](/creator/x/GabGrowth) 2025-10-13T05:54Z 18.3K followers, 7656 engagements "$DLO has had a TON of developments in 2025. Let's break it down ๐ XX Partnerships: X. AZA Finance X. Coda Payments X. Belmoney X. Temu X. Airtel for Google Play X. Cloudbeds X. 51Talk X. PayPal X. Panda Remit XX. Juspay XX. BVNK XX. RizRemit XX. Tiendamia XX. Digit9 / LuLu Financial Holdings XX. Bolt XX. Capitec Pay XX. Fireblocks XX. XanderPay XX. Western Union X Licenses (Regulatory Expansion): X. UK Authorised Payment Institution License X. New Licenses in UAE Trkiye and the Philippines X Acquisition: X. AZA Finance ALL of this in just XX months incredible execution by Pedro and his team." [X Link](https://x.com/GabGrowth/status/1978079316593570277) [@GabGrowth](/creator/x/GabGrowth) 2025-10-14T12:43Z 18.3K followers, 21.2K engagements "OFFICIAL: $GRAB will be announcing its Q3 earnings on November 3rd after the market close" [X Link](https://x.com/GabGrowth/status/1978081178469929319) [@GabGrowth](/creator/x/GabGrowth) 2025-10-14T12:51Z 18.3K followers, 28.1K engagements "$SE Nothing has changed. $SE is still headed to $1T. Patience" [X Link](https://x.com/GabGrowth/status/1979001812742025623) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T01:49Z 18.3K followers, 6178 engagements "I think most critics say that about the e-commerce business (Shopee) so ill address that. Id say to look at the competitive history of the business. It went from a nobody in 2015 going against regional leaders like Lazada (first backed by Rocket Internet then $BABA) Tokopedia Bukalapak Qoo10 Absolutely destroying the competition by gaining market share in every single consecutive year reaching XX% market share as of 2024. It now has the 2nd largest logistics business in SEA (1st is a pure play logistics player that supplies TikTok Lazada etc) that is proprietary to them. (Logistics moat is" [X Link](https://x.com/GabGrowth/status/1979552106727215459) [@GabGrowth](/creator/x/GabGrowth) 2025-10-18T14:16Z 18.3K followers, XXX engagements "My latest deep dive is on Inter&Co $INTR It is a $4B Brazilian Neobank rivalling $NU with 40M users a XX% active user ratio and XX% ROE. Despite the stock being up over XXX% YTD it trades at just 15x PE and growing XX% YoY" [X Link](https://x.com/GabGrowth/status/1967214195554017791) [@GabGrowth](/creator/x/GabGrowth) 2025-09-14T13:09Z 18.3K followers, 8867 engagements "Sydney Sweeneys fathers daughter btw" [X Link](https://x.com/GabGrowth/status/1977058747995594862) [@GabGrowth](/creator/x/GabGrowth) 2025-10-11T17:08Z 18.3K followers, 7461 engagements "$GOTO Gojek co-founder Nadiem Makarim named as suspect in Indonesias laptop graft case. Since May Indonesian authorities have been investigating alleged corruption in the Education Ministrys procurement of XXX million Chromebook laptops valued at about $XXX million" [X Link](https://x.com/GabGrowth/status/1963553911589294567) [@GabGrowth](/creator/x/GabGrowth) 2025-09-04T10:45Z 18.3K followers, 2565 engagements "$WING down XX% in the past year Anyone tempted" [X Link](https://x.com/GabGrowth/status/1974531401459572765) [@GabGrowth](/creator/x/GabGrowth) 2025-10-04T17:45Z 18.3K followers, 5007 engagements "$MELI The dip was fun while it lasted Now my 2nd largest position after my recent adds" [X Link](https://x.com/GabGrowth/status/1976372888363299033) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T19:43Z 18.3K followers, 14.5K engagements "$MELI gave it all up ๐คฃ Another bite at the cherry" [X Link](https://x.com/GabGrowth/status/1976656748972036582) [@GabGrowth](/creator/x/GabGrowth) 2025-10-10T14:31Z 18.3K followers, 7922 engagements "Im probably biased but I genuinely believe $MELI and $DLO are the clearest opportunities in the market today. Next week might make it even clearer" [X Link](https://x.com/GabGrowth/status/1977288525570793727) [@GabGrowth](/creator/x/GabGrowth) 2025-10-12T08:21Z 18.3K followers, 15.9K engagements "First sensible thing Pulte has said re $FICO" [X Link](https://x.com/GabGrowth/status/1977798291137155431) [@GabGrowth](/creator/x/GabGrowth) 2025-10-13T18:07Z 18.3K followers, 5877 engagements "$SE Forrest Li Interview Hes been interviewed by the CEO of the Norwegian Sovereign Wealth Fund Nicolai Tangen. I will be sharing my thoughts after listening to it. Long-time $SE followers will know it is incredibly rare to see a Forrest Li interview this is a MUST watch" [X Link](https://x.com/GabGrowth/status/1978332555729318254) [@GabGrowth](/creator/x/GabGrowth) 2025-10-15T05:30Z 18.3K followers, 21.1K engagements "$HIMS I quite like the business but this is such a terrible look" [X Link](https://x.com/GabGrowth/status/1978642799273840942) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T02:02Z 18.3K followers, 209.8K engagements "Just published my latest article: $SE and $MELI are down XX% and XX% from ATHs respectively. Is this a dip worth buying or is it a trap I discuss fundamentals valuation and technicals" [X Link](https://x.com/GabGrowth/status/1978756317050265721) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T09:34Z 18.3K followers, 14.2K engagements "SEA E-Commerce is alive and kicking. +78.7% YoY ๐คฏ For context this is the largest logistics business in SEA. $SE's SPX logistics is the 2nd largest" [X Link](https://x.com/GabGrowth/status/1978789190008750523) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T11:44Z 18.3K followers, 10.1K engagements "Ive been seeing people worry about $MELI getting hit by political instability in Argentina and competitive pressure from Temu/Shopee/Amazon. Heres why Im not worried: $MELI thrives in chaos. This is a business that has survived countless crises since the late 1990s from hyperinflation and currency controls to debt defaults and political swings. It was founded in 1999 right before Argentina's 2001 debt default and currency collapse. It survived the 2008 financial crisis Brazil's 2015-16 recession and Argentina's repeated bouts of hyperinflation and capital controls. The stock has seen 30%" [X Link](https://x.com/GabGrowth/status/1978833419036733936) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T14:40Z 18.3K followers, 33.2K engagements "Malaysias GDP grew XXX% in Q3 2025 an acceleration over last Qs XXX% growth. The services sector grew XXX% in 3Q25 driven by trade transport and food and accommodation" [X Link](https://x.com/GabGrowth/status/1979042801493983344) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T04:32Z 18.3K followers, 3455 engagements "$SE Im buying heavy soon. Patience. If it comes it comes" [X Link](https://x.com/GabGrowth/status/1979158540297343030) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T12:12Z 18.3K followers, 6189 engagements "$MELI Free money here Ill pick it up" [X Link](https://x.com/GabGrowth/status/1979161046775374322) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T12:22Z 18.3K followers, 12.4K engagements "@amitisinvesting Lets goooo" [X Link](https://x.com/GabGrowth/status/1979330380487626948) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T23:35Z 18.3K followers, 12.2K engagements "$DLO dLocal has partnered with Western Union to enable digital payment methods on its online platforms across LatAm. Another partnership in the bag which drives the flywheel effect" [X Link](https://x.com/GabGrowth/status/1965392918858137647) [@GabGrowth](/creator/x/GabGrowth) 2025-09-09T12:32Z 18.3K followers, 3711 engagements "Pretty crazy to think that $FICO drew down XX% In hindsight it was a generational dip buying opportunity" [X Link](https://x.com/GabGrowth/status/1973993891612201135) [@GabGrowth](/creator/x/GabGrowth) 2025-10-03T06:09Z 18.3K followers, 3776 engagements "Ultimately my view on $SE and $MELI is that the narratives behind this stock fall are excuses not the true reason. Stocks that compound returns at XX% p.a. also tend to see huge volatility often for no reason. It is the price to pay for high returns. Each of them has seen multiple large drawdowns in their history: $SE XX% drawdown X times in X years $MELI XX% drawdown X times in XX years Theyve both just had record quarters accelerating top-lines and bottom-line (in $SE's case). This is simply another opportunity to add" [X Link](https://x.com/GabGrowth/status/1979549060186202611) [@GabGrowth](/creator/x/GabGrowth) 2025-10-18T14:04Z 18.3K followers, 8990 engagements "@Mindset4Money_X Robert Kiyosaki deserves a mention" [X Link](https://x.com/GabGrowth/status/1979966220297461976) [@GabGrowth](/creator/x/GabGrowth) 2025-10-19T17:41Z 18.3K followers, 2156 engagements
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@GabGrowth
"$AMZN looks likely to eat $CART Another casualty"
X Link @GabGrowth 2025-08-13T14:10Z 18.3K followers, 3245 engagements
"Just posted my latest Deep Dive: $INTR It is a family-owned and operated Brazilian Neobank competing with the likes of $NU. Trades at 15x PE growing top-line at XX% with one of the most conservative credit approaches I've come across. Enjoy the read ๐"
X Link @GabGrowth 2025-09-12T14:03Z 18.3K followers, 14.5K engagements
"$CROX is the prime example of how important management is to a business. Crocs despite what critics say has not been a fad. It has thrived for over X decades. Yet the acquisition of HeyDude was so disastrous that the market no longer trusts the management team. The market is quite literally actively discounting the name because they believe management wont utilise capital in a shareholder friendly manner"
X Link @GabGrowth 2025-08-22T12:07Z 18.3K followers, 3289 engagements
"$GRAB X DOLLARS Weve gotten over the hurdle finally. I think many have probably given up along this journey with the way the stock has traded. My thesis has always been steady compounding north of XX% per year for a decade or more. Every quarter that passes Grab gets embedded deeper into the habits of each and every SEA consumer. Meanwhile its rivals weaken and face diseconomies of scale. The first decade for Grab was about securing market share and dominance. The next will be about leveraging its dominance for profits. As Ive said previously Mobility and Deliveries are the trojan horses."
X Link @GabGrowth 2025-09-12T21:37Z 18.3K followers, 29.2K engagements
"Not saying this to incite FOMO on any stock but in bull markets stocks that get a narrative change can go much higher than most expect. The best recent example for me was $HOOD. I bought into the stock at $X in 2023 with a contrarian view on the business while the general market hated it due to the payment for order flow saga over $GME. I had a long-term view on the business (and still do) and believed $XX was a good 2-3 year target to aim for and returns wouldve been incredibly good at that level Less than a year later it hit that number. I continued to hold as the business was doing great"
X Link @GabGrowth 2025-09-20T01:04Z 18.3K followers, 31.8K engagements
"If youre invested or have any interest investing in: $GRAB $SE $MELI $DLO $NU $INTR etc I think you should definitely give this a read. EM stocks are still at relatively fair valuations IMO despite many seeing triple digit returns over the past XX months"
X Link @GabGrowth 2025-09-26T13:14Z 18.3K followers, 7367 engagements
"ICYMI a weekend read for some of you: I shared about my thesis for investing in Emerging Markets. If youre invested/interested in $GRAB $SE $MELI $NU $INTR $GLBE $DLO You might want to give it a read ๐"
X Link @GabGrowth 2025-10-06T03:15Z 18.3K followers, 4595 engagements
"Added to $MELI again today in the $2100s. This is a steal imo"
X Link @GabGrowth 2025-10-06T15:25Z 18.3K followers, 7115 engagements
"$GRAB +4% today ๐ X cents from 52-week highs"
X Link @GabGrowth 2025-10-06T18:25Z 18.3K followers, 7866 engagements
"@amitisinvesting Damn shots fired"
X Link @GabGrowth 2025-10-08T12:23Z 18.3K followers, 32.4K engagements
"@giggspyt @EXP_Philosopher @davey_juice Was talking about $SG Sweetgreen"
X Link @GabGrowth 2025-10-08T13:13Z 18.3K followers, XXX engagements
"SEAs funding landscape has collapsed. As ive said before I believe the winners are already in the market. $SE $GRAB"
X Link @GabGrowth 2025-10-09T11:24Z 18.3K followers, 21.9K engagements
"My response to $TSLAQ"
X Link @GabGrowth 2025-10-09T14:06Z 18.3K followers, 2193 engagements
"@mattscottcap Every PL club has to report annual accounts under UK law. Chelsea had $468M in revenues in 2024 compared to United at $662M"
X Link @GabGrowth 2025-10-09T16:48Z 18.3K followers, XX engagements
"It seems there are many fellow sufferers that are in the same boat as me I think a deep dive is in order"
X Link @GabGrowth 2025-10-09T17:42Z 18.3K followers, 4299 engagements
"@StockMarketNerd XX% more if you consider $GRAB a cash position (from the way it trades ๐คฃ)"
X Link @GabGrowth 2025-10-09T17:52Z 18.3K followers, 3396 engagements
"$SE Monee is incredibly underrated. Its growth and execution speaks for itself especially when compared to $GRAB's Fin services segment that still has plenty of catching up to do"
X Link @GabGrowth 2025-10-09T19:02Z 18.3K followers, 7182 engagements
"This is likely the reason for the $DLO & $MELI pop today"
X Link @GabGrowth 2025-10-09T20:07Z 18.3K followers, 6107 engagements
"JUST IN: $GLXY secured a $460M investment at $XX per share. Proceeds to be used to power the buildout of its Helios data center campus"
X Link @GabGrowth 2025-10-10T20:09Z 18.3K followers, 16.6K engagements
"$GLXY announcement + earnings date ๐"
X Link @GabGrowth 2025-10-10T20:11Z 18.3K followers, 4398 engagements
"@samsolid57 @meetblossomapp Unfortunately $GRAB doesnt operate in those regions yet and I dont expect they will"
X Link @GabGrowth 2025-10-11T13:54Z 18.3K followers, XXX engagements
"Trumps post was not the reason it was the excuse"
X Link @GabGrowth 2025-10-11T14:09Z 18.3K followers, 13.5K engagements
"Those businesses are not comparable in quality imo. $MELI is well deserving of a higher multiple because of consistent proven execution over XXX decades. $XYZ on the other hand I would bet on winners to continue winning over a loser turning into a winner. Not saying I dislike $XYZ though just my thoughts if I had to choose between both"
X Link @GabGrowth 2025-10-12T08:17Z 18.3K followers, XXX engagements
"Interesting to note that $ETH has rebounded fastest relative to the drawdown on Friday among the majors. Bodes well for $BMNR"
X Link @GabGrowth 2025-10-12T17:26Z 18.3K followers, 3365 engagements
"$GLXY Interesting development here They are hiring for a new head of data center site development with the explicit role to: source and evaluate new large-scale data center developments and lead campus development for sites within the Galaxy portfolio. Currently $GLXY only has Helios (800MW approved and contracted 2.7GW to go) However management has discussed the potential of acquiring other sites previously too. In a previous earnings call it disclosed a pipeline of XX potential projects averaging 500MW each. I think it is very plausible that they are in talks to purchase a new data center"
X Link @GabGrowth 2025-10-14T16:20Z 18.3K followers, 14.9K engagements
"What is your favourite MAG7 stock today and why"
X Link @GabGrowth 2025-10-15T16:52Z 18.3K followers, 2935 engagements
"Rough day for X of my largest positions $SE and $MELI $SE -X% $MELI -X% Dont see any fundamental news coming through about the businesses yet though maybe someone has heard something. Will likely be adding to my position"
X Link @GabGrowth 2025-10-16T00:48Z 18.3K followers, 13.8K engagements
"@Sammy18021998 Check out my deep dive on it and search $SE on my profile I have tons of posts on it"
X Link @GabGrowth 2025-10-16T00:49Z 18.3K followers, 1269 engagements
"$SE had a similar drop in the X weeks leading up to its Q2 earnings ($168-$146) Earnings day - +19% Erasing all the losses in one day"
X Link @GabGrowth 2025-10-16T01:51Z 18.3K followers, 4726 engagements
"$TSM Strong Print A few highlights from Q3 earnings: - High performance AI chips accounted for XX% of revenue this quarter nearly 2x that of smartphones - Plans to acquire a 2nd major US Arizona site to accelerate capacity. - Management commentary: "Our business in the third quarter was supported by strong demand for our leading-edge process technologies". - Management commentary: "Moving into Q4 XX we expect our business to be supported by continued strong demand for our leading-edge process technologies. We continue to observe robust AI-related demand throughout 2025.""
X Link @GabGrowth 2025-10-16T06:43Z 18.3K followers, 6075 engagements
"Great overview of $SE Founder and CEO Forrest Lis recent interview ๐"
X Link @GabGrowth 2025-10-16T08:46Z 18.3K followers, 5128 engagements
"$HIMS The CEO literally executes a planned sale the day after ๐คฃ Wonder how the bulls are going to defend it this time"
X Link @GabGrowth 2025-10-16T23:51Z 18.3K followers, 51K engagements
"@samsolid57 XXX% Lots of opportunities yet in the market for those willing to look"
X Link @GabGrowth 2025-10-17T04:51Z 18.3K followers, XXX engagements
"@fintegrate Do you employ any hedging strategies or raise cash"
X Link @GabGrowth 2025-10-17T12:09Z 18.3K followers, XXX engagements
"Just posted my earnings review on $SE I cover: - Revenue Acceleration - Shopee's New Initiatives - Monee's XX% Growth () - Management Commentary Link below and in bio as usual"
X Link @GabGrowth 2025-08-13T16:04Z 18.3K followers, 9455 engagements
"Which stocks interest you at this level and you intend to purchase soon Ill start: $DLO"
X Link @GabGrowth 2025-09-16T13:44Z 18.3K followers, 10.4K engagements
"I agree. My latest deep dive was on $INTR and I liked the valuation managements honesty and conservatism and the accelerating top-line. But very difficult to fight against someone like $NU that is the top dog and first mover. Still think it does well returns wise but hard to justify it being a 5+year investment"
X Link @GabGrowth 2025-09-19T01:55Z 18.3K followers, XXX engagements
"The thesis for many of my holdings are not rate of growth but duration of growth. The real power lies in compounding owning businesses that can consistently deliver double-digit growth over decades. Those are the kinds of companies worth holding onto"
X Link @GabGrowth 2025-09-22T00:14Z 18.3K followers, 12.7K engagements
"My last X deep dives: $RBRK $INTR $GLXY $CHA $DL What do you want to see next"
X Link @GabGrowth 2025-09-23T11:15Z 18.3K followers, 11.1K engagements
"Just published my latest article โ๐ The Case for Investing in Emerging Markets XX% of my portfolio is positioned in EM stocks such as $SE $GRAB $DLO $MELI so this is truly my personal thesis. Have a read below๐"
X Link @GabGrowth 2025-09-25T14:29Z 18.3K followers, 12.7K engagements
"Rank these X EM stocks from most to least attractive to own today: $DLO $GRAB $INTR $MELI $NU $SE (This is not my ranking)"
X Link @GabGrowth 2025-09-30T12:43Z 18.3K followers, 12.5K engagements
"@EXP_Philosopher @davey_juice No thoughts never tried it before not available in Singapore. You like it"
X Link @GabGrowth 2025-10-04T18:52Z 18.3K followers, XXX engagements
"The nothing ever happens trade is something im very keen to take this year: $FICO $MCO $SPGI $MSCI $CME $EFX All quality compounders with monopoly/oligopoly power in their respective niches"
X Link @GabGrowth 2025-10-06T17:41Z 18.3K followers, 5090 engagements
"In the past month weve seen multiple companies doing ATM offerings: $JOBY $ASTS $CRDO $QUBT $RKLB This is very reminiscent of 2021 where many growth and speculative companies also turned to ATM offerings for capital: $SE $NIO $GME $MSTR $SPCE ATM programs are typically a sign of X things. X. Management seeing elevated share prices as an opportunity to raise cheap capital. X. A market environment thats highly receptive to speculative growth narratives. When liquidity is abundant and investor sentiment is euphoric some companies rush to tap the market. They do this not because they need the"
X Link @GabGrowth 2025-10-08T10:56Z 18.3K followers, 17.8K engagements
"One of the stocks ive long wanted to cover (largely for selfish reasons) is $MANU. Yes unfortunately I am a fan Any football (soccer) or even sports fans that would be interested in something like this I intend to make the deep dive entirely free"
X Link @GabGrowth 2025-10-09T14:14Z 18.3K followers, 21.8K engagements
"Bearish $META"
X Link @GabGrowth 2025-10-13T05:54Z 18.3K followers, 7656 engagements
"$DLO has had a TON of developments in 2025. Let's break it down ๐ XX Partnerships: X. AZA Finance X. Coda Payments X. Belmoney X. Temu X. Airtel for Google Play X. Cloudbeds X. 51Talk X. PayPal X. Panda Remit XX. Juspay XX. BVNK XX. RizRemit XX. Tiendamia XX. Digit9 / LuLu Financial Holdings XX. Bolt XX. Capitec Pay XX. Fireblocks XX. XanderPay XX. Western Union X Licenses (Regulatory Expansion): X. UK Authorised Payment Institution License X. New Licenses in UAE Trkiye and the Philippines X Acquisition: X. AZA Finance ALL of this in just XX months incredible execution by Pedro and his team."
X Link @GabGrowth 2025-10-14T12:43Z 18.3K followers, 21.2K engagements
"OFFICIAL: $GRAB will be announcing its Q3 earnings on November 3rd after the market close"
X Link @GabGrowth 2025-10-14T12:51Z 18.3K followers, 28.1K engagements
"$SE Nothing has changed. $SE is still headed to $1T. Patience"
X Link @GabGrowth 2025-10-17T01:49Z 18.3K followers, 6178 engagements
"I think most critics say that about the e-commerce business (Shopee) so ill address that. Id say to look at the competitive history of the business. It went from a nobody in 2015 going against regional leaders like Lazada (first backed by Rocket Internet then $BABA) Tokopedia Bukalapak Qoo10 Absolutely destroying the competition by gaining market share in every single consecutive year reaching XX% market share as of 2024. It now has the 2nd largest logistics business in SEA (1st is a pure play logistics player that supplies TikTok Lazada etc) that is proprietary to them. (Logistics moat is"
X Link @GabGrowth 2025-10-18T14:16Z 18.3K followers, XXX engagements
"My latest deep dive is on Inter&Co $INTR It is a $4B Brazilian Neobank rivalling $NU with 40M users a XX% active user ratio and XX% ROE. Despite the stock being up over XXX% YTD it trades at just 15x PE and growing XX% YoY"
X Link @GabGrowth 2025-09-14T13:09Z 18.3K followers, 8867 engagements
"Sydney Sweeneys fathers daughter btw"
X Link @GabGrowth 2025-10-11T17:08Z 18.3K followers, 7461 engagements
"$GOTO Gojek co-founder Nadiem Makarim named as suspect in Indonesias laptop graft case. Since May Indonesian authorities have been investigating alleged corruption in the Education Ministrys procurement of XXX million Chromebook laptops valued at about $XXX million"
X Link @GabGrowth 2025-09-04T10:45Z 18.3K followers, 2565 engagements
"$WING down XX% in the past year Anyone tempted"
X Link @GabGrowth 2025-10-04T17:45Z 18.3K followers, 5007 engagements
"$MELI The dip was fun while it lasted Now my 2nd largest position after my recent adds"
X Link @GabGrowth 2025-10-09T19:43Z 18.3K followers, 14.5K engagements
"$MELI gave it all up ๐คฃ Another bite at the cherry"
X Link @GabGrowth 2025-10-10T14:31Z 18.3K followers, 7922 engagements
"Im probably biased but I genuinely believe $MELI and $DLO are the clearest opportunities in the market today. Next week might make it even clearer"
X Link @GabGrowth 2025-10-12T08:21Z 18.3K followers, 15.9K engagements
"First sensible thing Pulte has said re $FICO"
X Link @GabGrowth 2025-10-13T18:07Z 18.3K followers, 5877 engagements
"$SE Forrest Li Interview Hes been interviewed by the CEO of the Norwegian Sovereign Wealth Fund Nicolai Tangen. I will be sharing my thoughts after listening to it. Long-time $SE followers will know it is incredibly rare to see a Forrest Li interview this is a MUST watch"
X Link @GabGrowth 2025-10-15T05:30Z 18.3K followers, 21.1K engagements
"$HIMS I quite like the business but this is such a terrible look"
X Link @GabGrowth 2025-10-16T02:02Z 18.3K followers, 209.8K engagements
"Just published my latest article: $SE and $MELI are down XX% and XX% from ATHs respectively. Is this a dip worth buying or is it a trap I discuss fundamentals valuation and technicals"
X Link @GabGrowth 2025-10-16T09:34Z 18.3K followers, 14.2K engagements
"SEA E-Commerce is alive and kicking. +78.7% YoY ๐คฏ For context this is the largest logistics business in SEA. $SE's SPX logistics is the 2nd largest"
X Link @GabGrowth 2025-10-16T11:44Z 18.3K followers, 10.1K engagements
"Ive been seeing people worry about $MELI getting hit by political instability in Argentina and competitive pressure from Temu/Shopee/Amazon. Heres why Im not worried: $MELI thrives in chaos. This is a business that has survived countless crises since the late 1990s from hyperinflation and currency controls to debt defaults and political swings. It was founded in 1999 right before Argentina's 2001 debt default and currency collapse. It survived the 2008 financial crisis Brazil's 2015-16 recession and Argentina's repeated bouts of hyperinflation and capital controls. The stock has seen 30%"
X Link @GabGrowth 2025-10-16T14:40Z 18.3K followers, 33.2K engagements
"Malaysias GDP grew XXX% in Q3 2025 an acceleration over last Qs XXX% growth. The services sector grew XXX% in 3Q25 driven by trade transport and food and accommodation"
X Link @GabGrowth 2025-10-17T04:32Z 18.3K followers, 3455 engagements
"$SE Im buying heavy soon. Patience. If it comes it comes"
X Link @GabGrowth 2025-10-17T12:12Z 18.3K followers, 6189 engagements
"$MELI Free money here Ill pick it up"
X Link @GabGrowth 2025-10-17T12:22Z 18.3K followers, 12.4K engagements
"@amitisinvesting Lets goooo"
X Link @GabGrowth 2025-10-17T23:35Z 18.3K followers, 12.2K engagements
"$DLO dLocal has partnered with Western Union to enable digital payment methods on its online platforms across LatAm. Another partnership in the bag which drives the flywheel effect"
X Link @GabGrowth 2025-09-09T12:32Z 18.3K followers, 3711 engagements
"Pretty crazy to think that $FICO drew down XX% In hindsight it was a generational dip buying opportunity"
X Link @GabGrowth 2025-10-03T06:09Z 18.3K followers, 3776 engagements
"Ultimately my view on $SE and $MELI is that the narratives behind this stock fall are excuses not the true reason. Stocks that compound returns at XX% p.a. also tend to see huge volatility often for no reason. It is the price to pay for high returns. Each of them has seen multiple large drawdowns in their history: $SE XX% drawdown X times in X years $MELI XX% drawdown X times in XX years Theyve both just had record quarters accelerating top-lines and bottom-line (in $SE's case). This is simply another opportunity to add"
X Link @GabGrowth 2025-10-18T14:04Z 18.3K followers, 8990 engagements
"@Mindset4Money_X Robert Kiyosaki deserves a mention"
X Link @GabGrowth 2025-10-19T17:41Z 18.3K followers, 2156 engagements
/creator/twitter::1030436381779156993/posts