[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @GabGrowth Gab Gab posts on X about $se, $grab, sea, $dlo the most. They currently have XXXXXX followers and 2850 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1030436381779156993/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +6% - X Year XXXXXXXXX +1,203% ### Mentions: XX [#](/creator/twitter::1030436381779156993/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +16% - X Year XXXXX +193% ### Followers: XXXXXX [#](/creator/twitter::1030436381779156993/followers)  - X Week XXXXXX +0.38% - X Month XXXXXX +2.80% - X Months XXXXXX +43% - X Year XXXXXX +293% ### CreatorRank: XXXXXXX [#](/creator/twitter::1030436381779156993/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #5748 [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) [gaming](/list/gaming) **Social topic influence** [$se](/topic/$se) #2, [$grab](/topic/$grab) #16, [sea](/topic/sea) #1222, [$dlo](/topic/$dlo) #13, [tiktok](/topic/tiktok), [emerging markets](/topic/emerging-markets) #23, [business](/topic/business), [singapore](/topic/singapore), [$axon](/topic/$axon) #12, [$meli](/topic/$meli) #27 **Top accounts mentioned or mentioned by** [@daveyjuice](/creator/undefined) [@amitisinvesting](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@frameworkwisely](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@riyadosofian](/creator/undefined) [@lastevens](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@hypertechinvest](/creator/undefined) [@tacticzh](/creator/undefined) [@kincompound](/creator/undefined) [@knightcharo](/creator/undefined) [@couchinvestor](/creator/undefined) [@fintegrate](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@realroseceline](/creator/undefined) [@elonmusk](/creator/undefined) [@soumyazen](/creator/undefined) [@samsolid57](/creator/undefined) [@doombotmask](/creator/undefined) **Top assets mentioned** [Sea Limited (SE)](/topic/$se) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [MercadoLibre Inc (MELI)](/topic/$meli) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [MANCHESTER UNITED PLC (MANU)](/topic/$manu) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Interlay (INTR)](/topic/$intr) [4 (FOUR)](/topic/$four) [Salesforce Inc (CRM)](/topic/salesforce) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Alibaba Group (BABA)](/topic/$baba) ### Top Social Posts Top posts by engagements in the last XX hours "$GRAB As Ive discussed several times there is no demand issue for ride-hailing in SEA. Oftentimes supply is the issue. Hence robotaxis could just be a major unlock for the region" [X Link](https://x.com/GabGrowth/status/1995838926083555434) 2025-12-02T12:54Z 19.4K followers, 18.1K engagements "Small price to pay for $SE 😂" [X Link](https://x.com/GabGrowth/status/1997963467677167995) 2025-12-08T09:36Z 19.4K followers, 4888 engagements "$DLO Yet another partnership this time with $CRCL" [X Link](https://x.com/GabGrowth/status/1990807625504833733) 2025-11-18T15:41Z 19.3K followers, 11.9K engagements "Of the companies I follow I thought $SE and $DLO had the strongest earnings reports. Both are down about XX% since but my conviction has never been higher" [X Link](https://x.com/GabGrowth/status/1992245983028425074) 2025-11-22T14:57Z 19.3K followers, 10.3K engagements "$GRAB is revamping its rewards system. GrabRewards - GrabCoins The new system allows users to redeem their coins from as little as $XXXX. Grab is also introducing several new ways for users to earn GrabCoins across rides and meals" [X Link](https://x.com/GabGrowth/status/1993278964849352794) 2025-11-25T11:21Z 19.3K followers, 5063 engagements "$SE Shopee has signed a MOU with the Vietnam e-commerce and digital economy agency (iDEA) to pilot a programme aimed at increasing export volumes from Vietnamese MSMEs to the rest of SEA. Shopee EZXports represents Shopees long-term commitment to partnering with Vietnam to boost e-commerce exports. The initiative focuses on three operational areas: - Market access: The creation of a Vietnam Pavilion on the Shopee app serving as a dedicated landing page for Vietnamese goods in regional markets - Seller education: A commitment to train 2000 Vietnamese MSMEs on cross-border operations and" [X Link](https://x.com/GabGrowth/status/1994006370501460051) 2025-11-27T11:32Z 19.3K followers, 6564 engagements "Personal Anecdote of these $SE SPX Express Lockers I've noticed a huge increase in the number of SPX Express Lockers across Singapore in malls train stations and now even residential complexes. Recently the condo I live at replaced the existing Parcel Santa (owned by Singapore Post) lockers with SPX Express lockers. Needless to say this is a game-changer for residents. Shopee has XX% market share in e-commerce in Singapore with practically every household purchasing items from Shopee on a monthly basis. While Shopee did and does engage 3rd party locker systems it was very rare for collections" [X Link](https://x.com/GabGrowth/status/1994039458539479489) 2025-11-27T13:43Z 19.3K followers, 13.5K engagements "@q_pitcairn Cross border is not a sustainable model" [X Link](https://x.com/GabGrowth/status/1994412085846118807) 2025-11-28T14:24Z 19.3K followers, XXX engagements "$SE Shopee has decisively won in SEA. X. TikTok Shops growth is very impressive and has certainly eaten tons of market share. But who are they taking market share from Lazada Tokopedia not Shopee. The strategy theyve employed is driven largely by subsidies discounts and heavy seller incentives. Shopees market share has continued growing (it has grown every year since inception) while take rates and margins have improved. X. Indeed video commerce is the way forward. Its grown from X% in 2022 to XX% in 2025. TTS is front and center but Shopee are no laggards with their ongoing YouTube and Meta" [X Link](https://x.com/GabGrowth/status/1995291502050992174) 2025-12-01T00:38Z 19.3K followers, 11.9K engagements "I dont necessarily see it as a problem per se it is simply what they have to accept. These large customers are driving TPV acceleration and therefore have strongest bargaining power. It is something payment processors simply have to accept. That said it is certainly a possibility that the market keeps $DLO at low multiples for that reason. To counter that the other part of the bull thesis is that $DLO is shifting away from being a commoditised processing service to a differentiated provider with a variety of solutions from compliance to FX fraud etc with widening availability across 40+" [X Link](https://x.com/GabGrowth/status/1996241452591157391) 2025-12-03T15:33Z 19.4K followers, XXX engagements "One of the stocks ive long wanted to cover (largely for selfish reasons) is $MANU. Yes unfortunately I am a fan Any football (soccer) or even sports fans that would be interested in something like this I intend to make the deep dive entirely free" [X Link](https://x.com/GabGrowth/status/1976290290198573382) 2025-10-09T14:14Z 19.3K followers, 22.5K engagements "JUST IN: $GRAB GXS Bank will retrench XX% of its employees following a strategic business review. CEO Pei-Si Lai stated that it is currently transitioning from building the bank to running the bank" [X Link](https://x.com/GabGrowth/status/1996133875660288353) 2025-12-03T08:26Z 19.3K followers, 5408 engagements "Scheduled Articles for November: - Portfolio Review ✅ - $GRAB Q3 Earnings Review ✅ - $SE Q3 Earnings Review ✅ - $AXON Deep Dive ✅ - $DLO Q3 Earnings Review ✅ - SEA Digital Economy 2025 Review 🔜 - Redacted Deep Dive 🔜 - $GRAB Autonomy Plans 🔜 Any other suggestions" [X Link](https://x.com/GabGrowth/status/1988966025514369074) 2025-11-13T13:43Z 19.4K followers, 3795 engagements "Typically have a X month quiet period for Substack deep dives. Soon Ill be posting much more information on recent picks: $RBRK $AXON $INTR $FOUR" [X Link](https://x.com/GabGrowth/status/1992908826878853382) 2025-11-24T10:51Z 19.4K followers, 3223 engagements "Despite this I will never own a sizeable stake in any Chinese e-commerce business. No not because of CCP-related issues but simply that the landscape in China is too competitive. It is much easier to bet on emerging markets where the winners are clear to see $SE $MELI" [X Link](https://x.com/GabGrowth/status/1995837205097710006) 2025-12-02T12:47Z 19.4K followers, 6472 engagements "Where the Next X Years of Outperformance in SEA Will Come From 👇 Focused on $SE & $GRAB" [X Link](https://x.com/GabGrowth/status/1991135092891066803) 2025-11-19T13:22Z 19.4K followers, 26.6K engagements "E-commerce is an absolute no brainer secular tailwind to latch onto. This is happening in the 2nd most developed e-comm market in the world just imagine the runway for emerging markets. $SE $MELI" [X Link](https://x.com/GabGrowth/status/1994814094797672704) 2025-11-29T17:01Z 19.4K followers, 29.2K engagements "Crazy to me that $DLO still trades at 16x NTM earnings while growing revenues over XX% doubling net income and about to pay a dividend next year. One of the few businesses I think is still overlooked by the market today" [X Link](https://x.com/GabGrowth/status/1996183825815417138) 2025-12-03T11:44Z 19.4K followers, 7538 engagements "Btw Vlad promised Singapore in 2025. Clocks ticking $HOOD 🤣" [X Link](https://x.com/GabGrowth/status/1997969796403810497) 2025-12-08T10:01Z 19.4K followers, 9858 engagements "A reminder that $SE is forming a duopoly in SEA e-commerce. Take-rates are far from optimal and they've barely begun monetising ads. The runway is long and lucrative" [X Link](https://x.com/GabGrowth/status/1998344538520273106) 2025-12-09T10:50Z 19.4K followers, 8236 engagements "What is your strongest $SE bear thesis Ill start: TikTok Shop and Temu squeezing them from both sides" [X Link](https://x.com/GabGrowth/status/1998377504348967129) 2025-12-09T13:01Z 19.4K followers, 7067 engagements "Ill break it down more simply: Top of funnel (TikTok removes the need for paid traffic by turning entertainment into intent capturing demand on the cheap through UGC viral videos and bypassing Shopees discovery engine capping its ad monetisation potential) Bottom of funnel (Temu captures supply on the cheap through bypassing the merchant layer negotiating directly with factories centralising pricing and logistics)" [X Link](https://x.com/GabGrowth/status/1998377508715028561) 2025-12-09T13:01Z 19.4K followers, 1378 engagements "I agree. I believe there are certain games that become category-defining genres or even platforms. Thinking of FIFA Madden Fortnite GTA Call of Duty etc. I dont think Free Fire is quite there yet but it is still going strong despite being in its 9th year and is still in the top X most downloaded mobile games globally" [X Link](https://x.com/GabGrowth/status/1998402089291284918) 2025-12-09T14:39Z 19.4K followers, XX engagements "Good point re: Garena comps though QPU ratio is rising and monetisation seems to be ramping up. I think you mean CPNG in Taiwan (not too concerned there tbh Shopee is leading by far) TikTok is a concern for me in SEA MELI not so much (I think MELI should be concerned by SE). Take-rates may suffer in the near term as a result of these competitive fronts though for sure" [X Link](https://x.com/GabGrowth/status/1998414654218158091) 2025-12-09T15:29Z 19.4K followers, XXX engagements "Garena has a much smaller impact on Monee than Shopee (until recently all loans from Monee were on-book from Shopee). Certainly competition is tough in e-commerce but so is it in mobility and deliveries. In fact all X segments see their respective leaders possessing about 50-60% market share. As I discussed the lack of differentiation in mobility leads to challengers popping up in different countries every year which leads to high incentive spend. - "And potentially also for ecom if competitors outshine) then the hit will be doubly strong." This point could be said for both of Grab's segments" [X Link](https://x.com/GabGrowth/status/1998416063848198351) 2025-12-09T15:34Z 19.4K followers, XX engagements "@davey_juice Glad to hear you're de-leveraging well played on the trades" [X Link](https://x.com/GabGrowth/status/1998417879533076910) 2025-12-09T15:42Z 19.4K followers, XXX engagements "@TheLongApe Nope nothing to do with $GRAB. Insiders sell for many reasons. but skin in the game is still there" [X Link](https://x.com/GabGrowth/status/1998316997973549374) 2025-12-09T09:01Z 19.4K followers, XXX engagements "Actually I find $SE more compelling not because of valuation. For large parts of my holding period $SE has been more expensive. Reason is explained below. $GRAB has a much weaker competitive landscape for sure but it also operates in much less lucrative segments. When we break down the X businesses it comes down to X key segments for each with an overlap on fintech/finservices. $SE operates in gaming and e-commerce. Gaming has insanely high margins (60% EBITDA) while e-commerce has terminal EBIT margins of 15-30% depending on competitive dynamics/geography etc. Meanwhile $GRAB operates in" [X Link](https://x.com/GabGrowth/status/1998382448338768149) 2025-12-09T13:21Z 19.4K followers, XXX engagements "@teechongyen I think that would be a bigger threat to $GRAB tbh but good point" [X Link](https://x.com/GabGrowth/status/1998413944374129117) 2025-12-09T15:26Z 19.4K followers, XXX engagements "@teechongyen Not sure what benefit $BABA will bring to the table for $GRAB. And quick commerce while a very lucrative business is not the bread and butter for Shopee will not affect them significantly in my view" [X Link](https://x.com/GabGrowth/status/1998414942773649536) 2025-12-09T15:30Z 19.4K followers, XXX engagements "@knightcharo I appreciate that most would prefer to farm engagement but lose sight of whats important. The reason Ive built a following here is precisely to have such discussions and to become a better investor. Were all a work in progress really and so much to learn from each other" [X Link](https://x.com/GabGrowth/status/1998638450820706466) 2025-12-10T06:18Z 19.4K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@GabGrowth Gab
Gab posts on X about $se, $grab, sea, $dlo the most. They currently have XXXXXX followers and 2850 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +6%
- X Year XXXXXXXXX +1,203%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +16%
- X Year XXXXX +193%
Followers: XXXXXX #
- X Week XXXXXX +0.38%
- X Month XXXXXX +2.80%
- X Months XXXXXX +43%
- X Year XXXXXX +293%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks #5748 finance technology brands countries social networks cryptocurrencies gaming
Social topic influence $se #2, $grab #16, sea #1222, $dlo #13, tiktok, emerging markets #23, business, singapore, $axon #12, $meli #27
Top accounts mentioned or mentioned by @daveyjuice @amitisinvesting @sixsigmacapital @frameworkwisely @wolfofharcourt @riyadosofian @lastevens @zoomyzoomm @hypertechinvest @tacticzh @kincompound @knightcharo @couchinvestor @fintegrate @stocksavvyshay @realroseceline @elonmusk @soumyazen @samsolid57 @doombotmask
Top assets mentioned Sea Limited (SE) Grab Holdings Limited Class A Ordinary Shares (GRAB) DLocal Limited Class A Common Shares (DLO) Axon Enterprise, Inc. (AXON) MercadoLibre Inc (MELI) Circle Internet Group, Inc. (CRCL) MANCHESTER UNITED PLC (MANU) Rubrik, Inc. (RBRK) Interlay (INTR) 4 (FOUR) Salesforce Inc (CRM) Robinhood Markets, Inc. (HOOD) Alibaba Group (BABA)
Top Social Posts
Top posts by engagements in the last XX hours
"$GRAB As Ive discussed several times there is no demand issue for ride-hailing in SEA. Oftentimes supply is the issue. Hence robotaxis could just be a major unlock for the region"
X Link 2025-12-02T12:54Z 19.4K followers, 18.1K engagements
"Small price to pay for $SE 😂"
X Link 2025-12-08T09:36Z 19.4K followers, 4888 engagements
"$DLO Yet another partnership this time with $CRCL"
X Link 2025-11-18T15:41Z 19.3K followers, 11.9K engagements
"Of the companies I follow I thought $SE and $DLO had the strongest earnings reports. Both are down about XX% since but my conviction has never been higher"
X Link 2025-11-22T14:57Z 19.3K followers, 10.3K engagements
"$GRAB is revamping its rewards system. GrabRewards - GrabCoins The new system allows users to redeem their coins from as little as $XXXX. Grab is also introducing several new ways for users to earn GrabCoins across rides and meals"
X Link 2025-11-25T11:21Z 19.3K followers, 5063 engagements
"$SE Shopee has signed a MOU with the Vietnam e-commerce and digital economy agency (iDEA) to pilot a programme aimed at increasing export volumes from Vietnamese MSMEs to the rest of SEA. Shopee EZXports represents Shopees long-term commitment to partnering with Vietnam to boost e-commerce exports. The initiative focuses on three operational areas: - Market access: The creation of a Vietnam Pavilion on the Shopee app serving as a dedicated landing page for Vietnamese goods in regional markets - Seller education: A commitment to train 2000 Vietnamese MSMEs on cross-border operations and"
X Link 2025-11-27T11:32Z 19.3K followers, 6564 engagements
"Personal Anecdote of these $SE SPX Express Lockers I've noticed a huge increase in the number of SPX Express Lockers across Singapore in malls train stations and now even residential complexes. Recently the condo I live at replaced the existing Parcel Santa (owned by Singapore Post) lockers with SPX Express lockers. Needless to say this is a game-changer for residents. Shopee has XX% market share in e-commerce in Singapore with practically every household purchasing items from Shopee on a monthly basis. While Shopee did and does engage 3rd party locker systems it was very rare for collections"
X Link 2025-11-27T13:43Z 19.3K followers, 13.5K engagements
"@q_pitcairn Cross border is not a sustainable model"
X Link 2025-11-28T14:24Z 19.3K followers, XXX engagements
"$SE Shopee has decisively won in SEA. X. TikTok Shops growth is very impressive and has certainly eaten tons of market share. But who are they taking market share from Lazada Tokopedia not Shopee. The strategy theyve employed is driven largely by subsidies discounts and heavy seller incentives. Shopees market share has continued growing (it has grown every year since inception) while take rates and margins have improved. X. Indeed video commerce is the way forward. Its grown from X% in 2022 to XX% in 2025. TTS is front and center but Shopee are no laggards with their ongoing YouTube and Meta"
X Link 2025-12-01T00:38Z 19.3K followers, 11.9K engagements
"I dont necessarily see it as a problem per se it is simply what they have to accept. These large customers are driving TPV acceleration and therefore have strongest bargaining power. It is something payment processors simply have to accept. That said it is certainly a possibility that the market keeps $DLO at low multiples for that reason. To counter that the other part of the bull thesis is that $DLO is shifting away from being a commoditised processing service to a differentiated provider with a variety of solutions from compliance to FX fraud etc with widening availability across 40+"
X Link 2025-12-03T15:33Z 19.4K followers, XXX engagements
"One of the stocks ive long wanted to cover (largely for selfish reasons) is $MANU. Yes unfortunately I am a fan Any football (soccer) or even sports fans that would be interested in something like this I intend to make the deep dive entirely free"
X Link 2025-10-09T14:14Z 19.3K followers, 22.5K engagements
"JUST IN: $GRAB GXS Bank will retrench XX% of its employees following a strategic business review. CEO Pei-Si Lai stated that it is currently transitioning from building the bank to running the bank"
X Link 2025-12-03T08:26Z 19.3K followers, 5408 engagements
"Scheduled Articles for November: - Portfolio Review ✅ - $GRAB Q3 Earnings Review ✅ - $SE Q3 Earnings Review ✅ - $AXON Deep Dive ✅ - $DLO Q3 Earnings Review ✅ - SEA Digital Economy 2025 Review 🔜 - Redacted Deep Dive 🔜 - $GRAB Autonomy Plans 🔜 Any other suggestions"
X Link 2025-11-13T13:43Z 19.4K followers, 3795 engagements
"Typically have a X month quiet period for Substack deep dives. Soon Ill be posting much more information on recent picks: $RBRK $AXON $INTR $FOUR"
X Link 2025-11-24T10:51Z 19.4K followers, 3223 engagements
"Despite this I will never own a sizeable stake in any Chinese e-commerce business. No not because of CCP-related issues but simply that the landscape in China is too competitive. It is much easier to bet on emerging markets where the winners are clear to see $SE $MELI"
X Link 2025-12-02T12:47Z 19.4K followers, 6472 engagements
"Where the Next X Years of Outperformance in SEA Will Come From 👇 Focused on $SE & $GRAB"
X Link 2025-11-19T13:22Z 19.4K followers, 26.6K engagements
"E-commerce is an absolute no brainer secular tailwind to latch onto. This is happening in the 2nd most developed e-comm market in the world just imagine the runway for emerging markets. $SE $MELI"
X Link 2025-11-29T17:01Z 19.4K followers, 29.2K engagements
"Crazy to me that $DLO still trades at 16x NTM earnings while growing revenues over XX% doubling net income and about to pay a dividend next year. One of the few businesses I think is still overlooked by the market today"
X Link 2025-12-03T11:44Z 19.4K followers, 7538 engagements
"Btw Vlad promised Singapore in 2025. Clocks ticking $HOOD 🤣"
X Link 2025-12-08T10:01Z 19.4K followers, 9858 engagements
"A reminder that $SE is forming a duopoly in SEA e-commerce. Take-rates are far from optimal and they've barely begun monetising ads. The runway is long and lucrative"
X Link 2025-12-09T10:50Z 19.4K followers, 8236 engagements
"What is your strongest $SE bear thesis Ill start: TikTok Shop and Temu squeezing them from both sides"
X Link 2025-12-09T13:01Z 19.4K followers, 7067 engagements
"Ill break it down more simply: Top of funnel (TikTok removes the need for paid traffic by turning entertainment into intent capturing demand on the cheap through UGC viral videos and bypassing Shopees discovery engine capping its ad monetisation potential) Bottom of funnel (Temu captures supply on the cheap through bypassing the merchant layer negotiating directly with factories centralising pricing and logistics)"
X Link 2025-12-09T13:01Z 19.4K followers, 1378 engagements
"I agree. I believe there are certain games that become category-defining genres or even platforms. Thinking of FIFA Madden Fortnite GTA Call of Duty etc. I dont think Free Fire is quite there yet but it is still going strong despite being in its 9th year and is still in the top X most downloaded mobile games globally"
X Link 2025-12-09T14:39Z 19.4K followers, XX engagements
"Good point re: Garena comps though QPU ratio is rising and monetisation seems to be ramping up. I think you mean CPNG in Taiwan (not too concerned there tbh Shopee is leading by far) TikTok is a concern for me in SEA MELI not so much (I think MELI should be concerned by SE). Take-rates may suffer in the near term as a result of these competitive fronts though for sure"
X Link 2025-12-09T15:29Z 19.4K followers, XXX engagements
"Garena has a much smaller impact on Monee than Shopee (until recently all loans from Monee were on-book from Shopee). Certainly competition is tough in e-commerce but so is it in mobility and deliveries. In fact all X segments see their respective leaders possessing about 50-60% market share. As I discussed the lack of differentiation in mobility leads to challengers popping up in different countries every year which leads to high incentive spend. - "And potentially also for ecom if competitors outshine) then the hit will be doubly strong." This point could be said for both of Grab's segments"
X Link 2025-12-09T15:34Z 19.4K followers, XX engagements
"@davey_juice Glad to hear you're de-leveraging well played on the trades"
X Link 2025-12-09T15:42Z 19.4K followers, XXX engagements
"@TheLongApe Nope nothing to do with $GRAB. Insiders sell for many reasons. but skin in the game is still there"
X Link 2025-12-09T09:01Z 19.4K followers, XXX engagements
"Actually I find $SE more compelling not because of valuation. For large parts of my holding period $SE has been more expensive. Reason is explained below. $GRAB has a much weaker competitive landscape for sure but it also operates in much less lucrative segments. When we break down the X businesses it comes down to X key segments for each with an overlap on fintech/finservices. $SE operates in gaming and e-commerce. Gaming has insanely high margins (60% EBITDA) while e-commerce has terminal EBIT margins of 15-30% depending on competitive dynamics/geography etc. Meanwhile $GRAB operates in"
X Link 2025-12-09T13:21Z 19.4K followers, XXX engagements
"@teechongyen I think that would be a bigger threat to $GRAB tbh but good point"
X Link 2025-12-09T15:26Z 19.4K followers, XXX engagements
"@teechongyen Not sure what benefit $BABA will bring to the table for $GRAB. And quick commerce while a very lucrative business is not the bread and butter for Shopee will not affect them significantly in my view"
X Link 2025-12-09T15:30Z 19.4K followers, XXX engagements
"@knightcharo I appreciate that most would prefer to farm engagement but lose sight of whats important. The reason Ive built a following here is precisely to have such discussions and to become a better investor. Were all a work in progress really and so much to learn from each other"
X Link 2025-12-10T06:18Z 19.4K followers, XX engagements