Gab (@gabgrowth) 's Twitter Profile
Gab

@gabgrowth

I write about generational companies that go unnoticed. Network Effects | Asset-Light | Sustainable Moats

ID: 1030436381779156993

linkhttps://gabgrowth.substack.com calendar_today17-08-2018 12:49:12

6,6K Tweet

12,12K Followers

486 Following

Gab (@gabgrowth) 's Twitter Profile Photo

$SE Shopee and $META Collaboration: Through the partnership, there will be a new suite of tools that make it easier for people to discover products on Facebook and purchase them directly through Shopee. The new tools include a simplified approach to affiliate marketing and the

$SE Shopee and $META Collaboration:

Through the partnership, there will be a new suite of tools that make it easier for people to discover products on Facebook and purchase them directly through Shopee.

The new tools include a simplified approach to affiliate marketing and the
Gab (@gabgrowth) 's Twitter Profile Photo

We’re seeing a bunch of stocks get sold off, the vast majority of which I believe are fully deserving. Yet, there are some that I believe are being sold off unfairly. Many of these will quite literally go to 0, picking the right ones that will actually rebound is key.

Gab (@gabgrowth) 's Twitter Profile Photo

$SE ShopeePay Invest Goes Live Shopee has partnered with iFast Capital to allow Malaysians to start investing from as little as 10RM (US$2.40) There will be 38 curated funds for individuals to choose from and will be directly available on both the Shopee and ShopeePay apps.

$SE ShopeePay Invest Goes Live

Shopee has partnered with iFast Capital to allow Malaysians to start investing from as little as 10RM (US$2.40)

There will be 38 curated funds for individuals to choose from and will be directly available on both the Shopee and ShopeePay apps.
Gab (@gabgrowth) 's Twitter Profile Photo

JUST IN: DBS predicts that the Singapore Dollar could equal the US Dollar by 2040. Today: 1 USD = 1.30 SGD DBS also predicts that Singapore’s GDP will more than double by 2040, from $547B to $1.3T at the midpoint.

JUST IN: DBS predicts that the Singapore Dollar could equal the US Dollar by 2040.

Today: 1 USD = 1.30 SGD

DBS also predicts that Singapore’s GDP will more than double by 2040, from $547B to $1.3T at the midpoint.
Gab (@gabgrowth) 's Twitter Profile Photo

$DLO continues to execute. This is the 20th partnership so far this year. I believe it remains one of the most asymmetric investments today.

Gab (@gabgrowth) 's Twitter Profile Photo

$CHA Chagee will be sticking to its high prices despite sales plunge. “We haven’t been fully engaged in the price wars.” “Price wars may be a way to compete but we want to stick to our long-term strategy to build a premium brand.”

$CHA

Chagee will be sticking to its high prices despite sales plunge.

“We haven’t been fully engaged in the price wars.”

“Price wars may be a way to compete but we want to stick to our long-term strategy to build a premium brand.”
Gab (@gabgrowth) 's Twitter Profile Photo

$GLXY Do we expect the next 800MW deal to be given to $CRWV again at 90% EBITDA margins or to deal with one of the hyperscalers $META $MSFT $GOOGL? From the latest earnings call, it sounded clear to me that Novo and co are leaning toward the latter. The trade off here is

Gab (@gabgrowth) 's Twitter Profile Photo

Quite notable to see that the $VIX is down 35% since last Thursday My base case is that we are on schedule for a Santa rally 🤞