I think DIDIY is a far better value than GRAB. DIDIY generates much higher revenue than GRAB and is much cheaper than GRAB on almost any valuation metric (other than EV/EBITDA). Basically, DIDIY is much cheaper given regulatory risk and so the growth premia you see in GRAB is not reflected in DIDIY stock price. Over time though DIDIY will only grow more as its balance sheet is much stronger.
Great work Gab! Grab surely very looks well-positioned to continue their steady and strong growth trajectory in the next few years!
Great read! I’m currently accumulating shares of GRAB as I think it’s one of my stronger investments.
The consistent growth and clear business plan leaves little room for doubt.
This stock is criminally underrated.
My brother is huge on this — I’ll have to give it a look
I think DIDIY is a far better value than GRAB. DIDIY generates much higher revenue than GRAB and is much cheaper than GRAB on almost any valuation metric (other than EV/EBITDA). Basically, DIDIY is much cheaper given regulatory risk and so the growth premia you see in GRAB is not reflected in DIDIY stock price. Over time though DIDIY will only grow more as its balance sheet is much stronger.
Would you like to see them entering new verticals this year ("superapp" thesis) or focus on strengthening the current offerings?