I Just BOUGHT A Cheap New Stock For My Portfolio

[@mattinterweb]

I've just spent 2 months in Thailand. Not an investment thesis, but I can tell you user experience. It's miles better than Uber as a customer experience.

[@JimMcNutty]

TSSI is a small cap to check out. It maintains datacenters. Based in TX near where they are building tons of datacenters.

[@afterrecession]

recently subscribed to your channel. Really enjoying these videos. Thank you for sharing your insights!

[@dc1219]

Already 50% up on this, bought after earning a couple quarters ago when it dropped based off "missed" earnings when it was due to FX

[@thomashelveg7563]

the title of this video just doesn't make any sense

[@Platinum.Circle]

I knew it would be grab

[@Tuberis]

This company seem to be at about 10% of the market value of Uber which to my eyes is a lot. How big can their total addressable market be in that part of the world? Good video but not so interesting company.

[@mattinterweb]

It's massive.

[@EverGreenElephant]

It's huge! Indonesia alone has a population of almost 300 mio people. Plus all the other countries.

[@Tuberis]

It is easy for anyone to find how big Indonesia by population, GDP or other metrics is. This doesn't mean the addressable market and the potential of the company is more than 10% of Uber. And that's just basic comparison, not taking into account so much more than just that. Anyway, good luck making money.

[@mattinterweb]

@ I'd encourage you to look into its addressable market further. The CFO has made comments on this in the past. Dara Khosrowshahi is on the board of Grab and Uber own a 27.5% stake in Grab. Clearly that is a significant sign of confidence in the company. Grab is positioned well to become the 'Super App' of South East Asia not just an online taxi company. It's already a better app than Uber from personal experience.

[@TheGal2908]

Lets assuuuuuume. Love it

[@thomas_pihl]

why not buy uber instead..

[@NoeMilcentPatrimoine]

Love this company. Very useful in Asia (Thaïlande)

[@dphuntsman]

How would you compare it to, say, SEA?

[@rkrisk888]

No small caps please, got burned with SC

[@stephencodd6586]

It has an $18B market cap, far from a small cap.

[@michaelmiddleton3311]

No!

[@gerard85250]

I used the app for the last months, so basic, nothing special, easily replicable.

[@samuelabokyi5661]

It’s not about the app per say, but the service they offer. I have first hand experience and it is positive.

[@javiervazquez9591]

AltmanZ score 1