Grab (GRAB IJ) - Moving Forward on a Number of Fronts
Our recent update with Grab (GRAB US) management revealed a number of interesting product-led initiatives that will drive future growth and...
930 Views
GoTo IPO Lockup Expiry Follow-Up - Has Corrected but Has Traded Relatively Little Volume
GoTo pre-IPO shareholders were released from the lockup on 1st Dec 2022, which led to a 47% slide in its share price. While the stock has...
785 Views
2023 High Conviction - GoTo - Burnt Through All Cash From the IPO, Weakest Cash Position Among Peers
In Mar 2022, GoTo (GOTO IJ) raised around US$1bn from what was essentially a domestic Indonesian IPO. At its current cash burn pace, the company...
937 Views
2023 High Conviction: Zomato - Home Delivering Laziness
Zomato is one of the largest food delivery platforms in India. It was listed in Jul 21 and after initially doubling, its shares are now trading...
702 Views
Doordash 3Q22: Is DASH the COVID Winner?
DoorDash's earnings results (didn't really) shook our short thesis to its core. DoorDash quasi proved its core business isn't horrible. It remains...
334 Views