GRAB STOCK: DOWN 70%! HIDDEN GEM OR RISKY BET?

Southeast Asia Super App, Grab, is down roughly 70% since going public. In this video we review their results and what it would take to see me get interested in buying their shares.
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[@unrivaled]

While I'm not going to pull the trigger on GRAB yet (I'd rather see real profit margins and free cash flow), I did recently buy a stock that I called out to my paid subscribers that has hyper-growth, insider buying, and trades at a teens multiple of projected free cash flow. For compelling investment ideas consider www.unrivaledinvesting.com.

[@Asian_Connection]

Just 8 days more to find out. This is a diamond in the rough.

[@ASenseofCapital]

I'm a shareholder of GRAB: - strong region with room for development (growing GDP, young population, high population density, underbanked/unbanked citizens, ...) - unique market positioning (solely Indonesia is tough) - banking moon shot oppertunity (potentially stepping into the footsteps of NU bank) - good recent quarterly results (solid GMV growth which is higher than incentives growth, MTU and GMV per MTU is good, ...) - shareholder focused (profit focus, buy backs, decreasing stock based compensation, ...) - brand recognition (taking a "Grab") - solid cash position - potentially more products/services to come (for instance ads business) However, I don't think it's a cheap stock.

[@andrewwild3493]

Nice haircut

[@unrivaled]

Thanks 😅

[@uropy]

The problem is it is already huge in Southeast asia. If they just started, you can have a story of market share growth. But after getting such a dominant position, its income statement still reads like shit. That’s the problem

[@livefromvn6169]

I just ordered our family dinner from Grab. I use Grab almost every day

[@theresamorgavi9196]

where do you live?

[@meggiele8432]

I heard about this company and what they do in Asia, but didn’t know they are on stock market too. Thanks for the insights.

[@vladpuescu]

Very nice, balanced analysis 👍

[@andrewoh93]

Look at GMV growth. It’s 3% YoY that’s why the price has not grown since the IPO fall.

[@jeffmatthews9120]

Agree 100%. I keep going back to look at it, but it's so speculative.

[@stevenoliver7120]

You can't even watch a travel video from Bangkok or Kuala Lumpur without seeing Grab somewhere in the video

[@batmonybatmon2023]

Grab is my future stock

[@matthewegan6840]

Great video Daniel!

[@sa34w]

It went to IPO via SPAC that’s all I need to know to avoid it like the plague

[@samchard1250]

Great insight, I always learn something from ur videos!

[@tomasviveros734]

Potential Southeast Asia $MELI?

[@SriRam-fp1kt]

Already is. They have the coveted digital banking license in Malaysia and Singapore. Their newly launched digital banking app, GX is sticky, a proper neobank. They will dominate SEA. Malaysian here

[@SriRam-fp1kt]

Already is. Just getting started. Malaysian here.

[@Georgeklee]

the southeast Asia's equivalent to MELI is SE.

[@williamchurch711]

You should perform an analysis on Tempus AI.

[@JuanBattaglia45]

Formula: No strong and high conviction gurus inside + No Net Margins (just estimates and comparisons) = We need a HUGE margin of safety.

[@unrivaled]

Good takeaway!

[@Sam__2000]

Do GME, would love your opinion on management, latest cash fundraising through stock offering, and opinions on market dynamics like delta hedging that seems to contribute to the price volatility.

[@gavin2730]

GME = casino. Next!

[@Adam-uz3hj]

The answer is v obvious without a video, its a terrible company and investment

[@unrivaled]

It's funny, they've sold so many shares, it's more like a SPAC now (i.e. huge cash pile) with a dying retailer on top.

[@Sam__2000]

You guys are right, no further analysis. Funny, Kramer also stated the company was similar to a SPAC. I guess this channel has the same level of analysis as CNBC.

[@paulevans2246]

👍

[@kwanyeetan5872]

Wild thoughts: GRAB acquiring LYFT.