Grab

Takeaways from the definitive SEA report

Breaking down the structural shifts and what they mean for SEA equities

7 hrs ago •

Grab Q3 2025 Earnings Review

Another Steady Quarter, High-Margin Business Accelerating

Nov 4 •

Grab Valuation Model

Why I see much room for upside

Aug 24 •

Grab Q2 2025 Earnings Review

Steady Compounding, Strong GFin Performance, but a few concerns...

Jul 31 •

Grab's Potential 4th Pillar: GrabAds

$216M run-rate growing 60% YoY with incredible margins

Jul 21 •

Mapping Grab’s Next Move: A Data-Driven Look at What It Might Acquire Next

A deep dive into Grab’s 12 key acquisitions: what they built, what they broke, and what they quietly reveal about the company’s next strategic targets.

Jun 28 •

Grab's Next Big Bet: Insurance

How Grab Plans to Insure Your Car, and Eventually, Everything Else

Jun 16 •

Grab: Potential Acquisitions

How Will Grab Spend $7.5 Billion?

Jun 13 •

My Thoughts on Grab's $1.5B Convertible Note Deal

A Strategic Masterstroke if executed well

Jun 11 •

GRAB: Checklist Score

Running Grab through my Quality Score

Jun 6 •

Debunking Myths about Grab

What people are missing...

Jun 4 •

Uber v Grab: A Financials Deep Dive

Scale, Profitability and the Path to Dominance

May 21 •

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