HeyJaredGabGrowth
I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 24, 2026
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- Earliest in this view
- Aug 3, 2026
Latest issues
Shopee v TikTok Shop in 2026 (opens the original)
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Shopee was founded in 2015, and went from an upstart to the dominant player within 4 years, dethroning Lazada, Tokopedia, and other smaller national players. Today, it is the dominant player in the region with ~53% market share.TikTok Shop entered Southeast Asia in 2021 and rapidly expanded across the region in 2022, with market share quadrupling in 2023 and 2024 from 1% → 4% → 16%. Today, with the acquisition of Tokopedia, it has at least 30% market share in Southeast Asia.<a class="image-link
6 Things We Learned from Grab’s Atome Acquisition (opens the original)
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Grab’s proposed acquisition of $1.49B for 60% of Atome tells us a lot about where the business is heading.Consumer lending is becoming a much larger priority for the group. In FY2028, Grab expects GFin to make up ~30% of total Adj. EBITDA. Groceries and retail are receiving more investment, and management increasingly sees financial services as the end-game.Atome makes a lot of sense from a strategic fit perspective. In terms of pricing, I think we simply do not have enough information to make a
The Case For Taking Profits (opens the original)
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The common advice given to new investors is to hold onto winners and cut your losers.The reason behind this, is that the most you can lose on a stock is 100%, while the upside is theoretically unlimited. A stock that compounds at 20% a year for 20 years becomes almost 40 times larger. Selling a winner too early, could therefore equate to losing money on multiple stocks.Many great investors talk about this, Peter Lynch, who averaged 29.2% annual returns from 1977 to 1990 for example:<a class="ima
Why ShopeeVIP is crucial for Sea Limited’s coming decade (opens the original)
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Much has been written about Sea Limited’s investment cycle that it has embarked on over the past few quarters. There have been some worries that this is similar to the investment cycle in late-2023 which resulted in profitability going negative after an aggressive cost-cutting cycle in 2022 and early 2023 that saw it make its first ever profit. This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.<form class="s
Portfolio Review (August 2026) (opens the original)
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August 2026 Markets ReviewPortfolio: +4.26%S&P 500: +2.62%NASDAQ: +3.99%<img alt="" class="sizing-normal" height="833" src="https://substackcdn.com/image/fetch/$s_!WVxO!,w_1456,c_limit,f_auto,q_auto
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