Grab (GRAB US) - After the Storm
Grab (GRAB US) looks to be on the cusp of a recovery in its mobility business with increasing scope and value-added in both online groceries and...
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Grab SPAC: What Is Next?
Our revised SOTP valuation offers significant upside to Grab’s current share price but we would caution investors about the upcoming lock-up expiry...
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DoorDash: Why Is Doordash 14x Sales and Uber 4x?
While we have certainly been wrong to short DoorDash thus far, we are still sure it is mispriced. The question is… how to profit off of this?...
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Grab - Resilience in Motion
Grab's recent results reflected a resilient performance as growth in deliveries more than offset the slower performance in mobility due to...
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TMT Weekly: 3 Things that Stood Out the Week of September 24, 2021
This week we take a look at IAC’s proposed acquisition of Meredith, Facebook’s weird week, and the insane valuation disconnect between Uber and...
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