Detailed view for this entity.
“Now, the first one is Grab. Grab is down almost 30% year-to-date. There's no signs of life on the stock mainly due to oil prices.”
“Now, the company makes money in three different ways. The first one is through deliveries. This is the biggest part of the business growing 18% year-on-year.”
“they're guiding 20% CAGR in revenues into 2028.”
“this case, we're talking about Howard Marks Oak Tree. Oak Tree is a value investing firm that during the first quarter, they purchased stock. This was one of their top five public stock purchases in Grab Holdings, Grab.”
“for 2025 management has updated their outlook for the year where they're still expecting around 20% revenue growth.”
“they immediately actually bought just shy of $300 million of stock. So that does reflect some shareholder friendly initiatives.”
“this is the dominant super app in Southeast Asia with fast growing sectors including mobility, food delivery and financial services for the underbanked.”
“you could have push back saying, "Hey, these aren't just gig workers. Maybe you need to treat them as employees."”
“but, you know, it is a $20 billion company.”
“But this is more than the region’s Uber; Grab’s become a super app that’s listed on the Nasdaq.”
“providing day-to-day services to over 35 million users”
“providing day-to-day services to over 35 million users and a source of income for more than 13 million drivers and merchants as of 2023.”
“If you ask me, providing 13 million gig jobs is probably the largest job impact and poverty alleviation on a grand scale in 750 cities.”
“The idea for Grab stemmed from a conversation about the inefficiencies and dangers of the Malaysian taxi system.”
“Currently, Grab is zeroed in on AI.”
“The company is set to launch a new voice assistant feature in 2024, designed with visually impaired users in mind.”
“The company is set to launch a new voice assistant feature in 2024, designed with visually impaired users in mind.”
“It is a major shift, from web to mobile.”
“it's really getting our own folks leveling up in this new way of working, in this complete change in customer experiences.”
“Second is then seeing how it's forming and recreating total new solutions that customers have never seen before.”
“They say, 'Well, we're going to have $2 billion in loans extended by the end of 2026.'”
“Grab Holdings last updated investors on July 31st, 2025 when it noted that it now has over 46 million monthly transacting users.”
“Furthermore, gross merchandise value on the platform accelerated to 21% year-over-year growth.”
“the company delivered its 14th consecutive quarter of adjusted EBIT DAB growth.”
“they also strengthened their balance sheet with a $1.5 billion zero coupon convertible senior note.”