# ![@GabGrowth Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1030436381779156993.png) @GabGrowth Gab

Gab posts on X about $grab, $se, business, sea the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1030436381779156993/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1030436381779156993/c:line/m:interactions.svg)

- [--] Week [-------] +3.50%
- [--] Month [-------] +9.30%
- [--] Months [---------] -15%
- [--] Year [---------] +437%

### Mentions: [--] [#](/creator/twitter::1030436381779156993/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1030436381779156993/c:line/m:posts_active.svg)

- [--] Week [--] -20%
- [--] Month [---] -20%
- [--] Months [-----] -19%
- [--] Year [-----] +127%

### Followers: [------] [#](/creator/twitter::1030436381779156993/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1030436381779156993/c:line/m:followers.svg)

- [--] Week [------] +0.50%
- [--] Month [------] +1.80%
- [--] Months [------] +30%
- [--] Year [------] +131%

### CreatorRank: [-------] [#](/creator/twitter::1030436381779156993/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1030436381779156993/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  39.87% [finance](/list/finance)  24.84% [countries](/list/countries)  11.76% [technology brands](/list/technology-brands)  7.84% [social networks](/list/social-networks)  3.27% [cryptocurrencies](/list/cryptocurrencies)  1.96% [travel destinations](/list/travel-destinations)  1.31% [automotive brands](/list/automotive-brands)  0.65%

**Social topic influence**
[$grab](/topic/$grab) #5, [$se](/topic/$se) #10, [business](/topic/business) 11.11%, [sea](/topic/sea) #1415, [in the](/topic/in-the) 7.19%, [ai](/topic/ai) 5.88%, [market](/topic/market) 5.88%, [food](/topic/food) 4.58%, [singapore](/topic/singapore) 4.58%, [$meli](/topic/$meli) 3.92%

**Top accounts mentioned or mentioned by**
[@knightcharo](/creator/undefined) [@the_zack_zhu](/creator/undefined) [@topieero](/creator/undefined) [@william_r2rclub](/creator/undefined) [@thezackzhu](/creator/undefined) [@ryanburgin29](/creator/undefined) [@tinytitanscap](/creator/undefined) [@rubenslashh](/creator/undefined) [@jayc_investing](/creator/undefined) [@getatrobj24](/creator/undefined) [@santiagbustelo](/creator/undefined) [@rationaldomain1](/creator/undefined) [@talacapital](/creator/undefined) [@gauchorico](/creator/undefined) [@capexandchill](/creator/undefined) [@illyquid](/creator/undefined) [@jasonjh1319](/creator/undefined) [@sachivm99](/creator/undefined) [@e_commerce_king](/creator/undefined) [@theeteddyted](/creator/undefined)

**Top assets mentioned**
[Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Sea Limited (SE)](/topic/$se) [MercadoLibre Inc (MELI)](/topic/$meli) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Chagee Holdings Ltd. (CHA)](/topic/$cha) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [DLocal Limited (DLO)](/topic/$dlo) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Moody's Corporation (MCO)](/topic/$mco) [S&P Global Inc (SPGI)](/topic/$spgi) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Now Coin (NOW)](/topic/$now) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [4 (FOUR)](/topic/$four) [Interlay (INTR)](/topic/$intr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"It's been almost [--] months since I started publishing my deep dives in public and [--] months since going paid. I thought it would be a good moment to pause and express my gratitude for the community that has formed around this work. When I first started writing there were no expectations beyond wanting to think more clearly by documenting my process and sharing ideas with like-minded individuals. The response since then has been far more encouraging than I could have imagined. I also think its an appropriate time to take stock of how things have been going and provide some transparency around"  
[X Link](https://x.com/anyuser/status/2008935537907019982)  2026-01-07T16:15Z 20.4K followers, 15K engagements


"$MCO $SPGI $FICO all getting slaughtered today Who needs credit ratings anyway"  
[X Link](https://x.com/GabGrowth/status/2018723320779452843)  2026-02-03T16:28Z 20.4K followers, [----] engagements


"@santiagbustelo Consumer incentives growth is only 14% below GMV and revenue growth so there is clearly not a competition issue. The issue lies with the lack of delivery riders and drivers"  
[X Link](https://x.com/GabGrowth/status/2021756832591777948)  2026-02-12T01:22Z 20.4K followers, [----] engagements


"Its nearing $SPGI $MCO You know the quality bottom is near when you have the growth bros slamming legendary fund managers for their underperformance in recent years. Growth-Quality swings like a pendulum you can make money both ways as long as you stay mindful of valuations. You know the quality bottom is near when you have the growth bros slamming legendary fund managers for their underperformance in recent years. Growth-Quality swings like a pendulum you can make money both ways as long as you stay mindful of valuations"  
[X Link](https://x.com/GabGrowth/status/2021215472264360097)  2026-02-10T13:31Z 20.4K followers, [----] engagements


"1. I never said TTS was a net positive for $SE. I said TTS expands the addressable market which holds true. [--]. Your chart reference assumes there are no other players in the market $JD $PDD that may have taken share (There is no 3rd massive player on the rise in SEA) TTS is obviously a threat and $SE has been priced as such https://twitter.com/i/web/status/2021548321056370745 https://twitter.com/i/web/status/2021548321056370745"  
[X Link](https://x.com/GabGrowth/status/2021548321056370745)  2026-02-11T11:34Z 20.4K followers, [---] engagements


"$TSM is an absolute monster"  
[X Link](https://x.com/GabGrowth/status/2021595871796736303)  2026-02-11T14:43Z 20.4K followers, [----] engagements


"@the_zack_zhu Yup first thought would be it is already fcf positive and would be accretive to financials. Grab will then use their tech and talent to expand into SEA. But couldnt they do that by purchasing a major player in SEA I wouldve liked something like Atome or Endowus"  
[X Link](https://x.com/GabGrowth/status/2021747777005646102)  2026-02-12T00:46Z 20.4K followers, [----] engagements


"$GRAB's AV strategy is to build a geopolitical + tech hedge. An excerpt from my $GRAB [----] thesis (pic below) Today during the earnings call Anthony Tan: "You may actually have seen us make small minority investments. Now these position us in Southeast Asia in a way where we can have a geopolitical and technological hedge because we can partner global leaders across both U.S. and China ecosystems. Now this agnostic approach allows us to leverage this unique position we are in with the ability to take the best technology from the world to adapt it to specific nuances of Southeast Asian infra.""  
[X Link](https://x.com/GabGrowth/status/2021867286022500465)  2026-02-12T08:41Z 20.4K followers, [----] engagements


"As a reminder here are the [--] AV businesses $GRAB has partnered/invested in: https://x.com/GabGrowth/status/2003102749194596403s=20 $GRAB has now invested/partnered with [--] AV tech firms: Zelos (China) WeRide (China) Momenta (China) Motional (US) May Mobility (US) Vay Technologies (Germany) Autonomous A2Z (South Korea) https://t.co/SnO5NA4uD7 https://x.com/GabGrowth/status/2003102749194596403s=20 $GRAB has now invested/partnered with [--] AV tech firms: Zelos (China) WeRide (China) Momenta (China) Motional (US) May Mobility (US) Vay Technologies (Germany) Autonomous A2Z (South Korea)"  
[X Link](https://x.com/GabGrowth/status/2021867608639988090)  2026-02-12T08:42Z 20.4K followers, [----] engagements


"$GRAB rivals Gojek and Ryde are increasing their platform fees in February following similar moves by Grab and ComfortDelGro in January. The competitive landscape is weakening"  
[X Link](https://x.com/GabGrowth/status/2021930217594573165)  2026-02-12T12:51Z 20.4K followers, [----] engagements


"$GRAB earnings follow-up thoughts now that I've had time to digest it: My initial thought was one of disappointment considering the top-line miss (bottom-line doesn't matter for now). Revenue came in at $906M (+19% YoY) against estimates of $941M (+23% YoY). Not fantastic but also not surprising considering the landscape in SEA in Q4. (Thailand saw first annual decline in tourist arrivals in a decade excluding COVID-19 years) Diving deeper into this one of the key reasons for this revenue decline was not due to weak demand. Rather it missed because they deliberately pushed affordability and"  
[X Link](https://x.com/GabGrowth/status/2021940256745148567)  2026-02-12T13:31Z 20.4K followers, [----] engagements


"$GRAB [----] Thesis remains intact (read for free): https://gabgrowth.com/p/grab-holdings-the-2026-thesis https://gabgrowth.com/p/grab-holdings-the-2026-thesis"  
[X Link](https://x.com/GabGrowth/status/2021940409426223588)  2026-02-12T13:32Z 20.4K followers, [----] engagements


"@AKJay59396046 @the_zack_zhu Yeah calling Meituan and Alibaba execs uncreative is pretty insane imo. Almost every innovation in the space has been brought about by them. They understand how important it is to dominate and how profitable this business can be hence will sacrifice ST profits relentlessly"  
[X Link](https://x.com/GabGrowth/status/2021940894086410637)  2026-02-12T13:34Z 20.4K followers, [--] engagements


"$SE Being my largest position I obviously think a lot about the risks of owning the business. I think the clearest one people point to today is TikTok Shop and rightfully so. I'll be honest I have been very impressed by their execution and I believe it is the smartest commerce model seen in years. They have [--] key strengths imo: [--]. Creator-led distribution Creators are probably the best sales channel any merchant/e-commerce platform can hope for. They review demo compare and entertain while earning affiliate commissions. TikTok Shop gets free content and traffic. Essentially merchants now have"  
[X Link](https://x.com/GabGrowth/status/2020159609311461637)  2026-02-07T15:35Z 20.4K followers, 23.8K engagements


"$GRAB's investor update deck this year was very good btw. Required reading for LT investors. (Find it on the Grab IR page)"  
[X Link](https://x.com/GabGrowth/status/2021941866862981193)  2026-02-12T13:38Z 20.4K followers, [----] engagements


"@chipsndip_to Well macro is really hard to predict. At the moment yes everything is pretty smooth. I don't see it getting any tougher as of today but I also didn't see the protests in Indonesia and Thailand tourism decline last year"  
[X Link](https://x.com/GabGrowth/status/2021947431232081990)  2026-02-12T14:00Z 20.4K followers, [--] engagements


"Is there a more obvious value trap than $FVRR What is the bull case here From a surface level AI clearly replaces 99% of the value proposition that freelance workers on $FVRR offer"  
[X Link](https://x.com/GabGrowth/status/2014657602341503280)  2026-01-23T11:12Z 20.4K followers, [----] engagements


"The truth is $MELI's biggest risk comes from $SE TikTok Shop and Temu. $AMZN has been there since [----] and barely made a dent I dont expect it to change overnight. $meli doesnt have ai risk just market share encroachment from $amzn Via @zoomyzoomm https://t.co/KixVqFRk1W $meli doesnt have ai risk just market share encroachment from $amzn Via @zoomyzoomm https://t.co/KixVqFRk1W"  
[X Link](https://x.com/GabGrowth/status/2020534208213758171)  2026-02-08T16:24Z 20.4K followers, [----] engagements


"@Rationaldomain1 Good point. What about slowing revenue growth Any concerns there"  
[X Link](https://x.com/GabGrowth/status/2021784323343696019)  2026-02-12T03:12Z 20.4K followers, [----] engagements


"For those asking this was my $CHA deep dive: https://gabgrowth.com/p/chagee-deep-dive $CHA is now down over 67% from its IPO. I covered it earlier this year at $22 and despite it looking cheap at the time decided against entering a position. It is now down 50% from there. Cheap can get cheaper. I intend to take another look at this and will likely post an https://t.co/ZJ76NINO3e https://gabgrowth.com/p/chagee-deep-dive $CHA is now down over 67% from its IPO. I covered it earlier this year at $22 and despite it looking cheap at the time decided against entering a position. It is now down 50%"  
[X Link](https://x.com/GabGrowth/status/2004779605962658127)  2025-12-27T05:01Z 20.4K followers, [----] engagements


"$GRAB earnings are out. First thoughts seems like a weaker than usual Q. Revenue up 19% YoY which is reasonable but below expectations. MTUs were up significantly which is a key positive it seems many are overlooking. $500M buyback and $425M purchase of Stash. Slightly confused with the Stash purchase wouldve preferred a SEA-based FinTech app acquisition. (Still early to judge will look deeper) Will cover this as per usual in my earnings review https://twitter.com/i/web/status/2021744144356704282 https://twitter.com/i/web/status/2021744144356704282"  
[X Link](https://x.com/GabGrowth/status/2021744144356704282)  2026-02-12T00:32Z 20.4K followers, 19.2K engagements


"$GRAB There is very clearly a supply and not a demand issue in SEA for mobility and deliveries. Something that tells me that can be solved"  
[X Link](https://x.com/GabGrowth/status/2021753914480295988)  2026-02-12T01:11Z 20.4K followers, 22.3K engagements


"$GRAB grew its loan portfolio by $359M sequentially. That is 43% QoQ growth and 120% YoY growth. GFin is starting to come together"  
[X Link](https://x.com/GabGrowth/status/2021949861315367078)  2026-02-12T14:09Z 20.4K followers, [----] engagements


"$AXON isnt cheap but you cant expect great companies like that to be anyways. $AXON is what pretty compounding looks like: https://t.co/zwSj9sQLCT $AXON is what pretty compounding looks like: https://t.co/zwSj9sQLCT"  
[X Link](https://x.com/GabGrowth/status/2015961744729113020)  2026-01-27T01:35Z 20.4K followers, [----] engagements


"$AXON is one of the stocks im closely watching to accumulate more heavily if it gets into the low $400s One of the biggest mistakes investors tend to make is focusing on nominal PE multiples. Instead we should place much more emphasis on earnings power. A business trading at 60x PE is expensive if viewed in isolation. But if it grows earnings at 40% for instance it falls to 21.6x PE in [--] years all else equal. The market always underestimates this and hence lies the opportunity. If you have to overpay overpay for a business with strong sustainable earnings power."  
[X Link](https://x.com/GabGrowth/status/2018328647401439499)  2026-02-02T14:20Z 20.4K followers, 10.6K engagements


"JUST IN: TikTok Shop GMV doubled to $45.6B in [----] For context $SE Shopee GMV in [----] is estimated to be about $125-130B"  
[X Link](https://x.com/GabGrowth/status/2021460336810033654)  2026-02-11T05:44Z 20.4K followers, 17.5K engagements


"Just published my $GRAB Q4 [----] Earnings Review Enjoy the read https://gabgrowth.com/p/grab-q4-2025-earnings-review https://gabgrowth.com/p/grab-q4-2025-earnings-review"  
[X Link](https://x.com/GabGrowth/status/2021971842391798206)  2026-02-12T15:37Z 20.4K followers, [----] engagements


"Just published my latest deep dive: $FOUR Shift4 Payments infra + POS + software in one stack with dominant market share in hospitality and venues across the U.S. Profitable high-growth (even organically) trading at a discount to peers. This was a fun one Link below👇"  
[X Link](https://x.com/GabGrowth/status/1981725833997037784)  2025-10-24T14:13Z 20.3K followers, 18.8K engagements


"DEEP DIVE: $AXON ✍📝 Axon is one of the best performers in market history with the stock returning 31.7% CAGR since its IPO in [----]. And this is despite a 35% drawdown that it is in at the moment. I dive into one of the most innovative and ambitious businesses of our time 👇"  
[X Link](https://x.com/GabGrowth/status/1988968899547918737)  2025-11-13T13:55Z 20.4K followers, [----] engagements


"The first [--] segments are free for all to read (4000 words) and includes value prop business model moats & differentiation. The remaining [--] segments are reserved for paid subscribers where I dive into valuation financials personal thoughts and more. https://gabgrowth.com/p/axon-enterprise-deep-dive https://gabgrowth.com/p/axon-enterprise-deep-dive"  
[X Link](https://x.com/GabGrowth/status/1988968903851299110)  2025-11-13T13:55Z 20.3K followers, [----] engagements


"$SE Sea Limited's Operating Income Just getting started"  
[X Link](https://x.com/GabGrowth/status/1990390921712550176)  2025-11-17T12:05Z 20.3K followers, 11.3K engagements


"My $SE Investment Thesis re-hashed by $GOOGL's NotebookLM. A [--] minute run-through of the story behind Sea Limited the bull thesis and potential threats. I bought heavy at $40 and am buying more here at $130"  
[X Link](https://x.com/GabGrowth/status/1994032595412373626)  2025-11-27T13:16Z 20.3K followers, 13.2K engagements


"JUST IN: $GRAB will be increasing its platform and partner fee from S$0.90 to S$1.20 from [----]. The last increase was from S$0.70 to S$0.90 announced in December [----] and implemented in Jan 2025"  
[X Link](https://x.com/GabGrowth/status/2003733653122351255)  2025-12-24T07:45Z 20.3K followers, 36.5K engagements


"$MELI Mercado Pago is what $SE Shopee Pay aspires to be"  
[X Link](https://x.com/GabGrowth/status/2004575241092407608)  2025-12-26T15:29Z 20.3K followers, 10.7K engagements


"$DLO One of my favourite longs going into [----]. Crazy to me that $DLO still trades at 16x NTM earnings while growing revenues over 50% 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. https://t.co/jEUQD7getG Crazy to me that $DLO still trades at 16x NTM earnings while growing revenues over 50% 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. https://t.co/jEUQD7getG"  
[X Link](https://x.com/GabGrowth/status/2005218242923794911)  2025-12-28T10:04Z 20.3K followers, 11.9K engagements


"@TinyTitansCap That said my $SE & $MELI position is about 5x the size of $AMZN each"  
[X Link](https://x.com/GabGrowth/status/2005944572183244893)  2025-12-30T10:10Z 20.3K followers, [----] engagements


"@TinyTitansCap Didnt actually go long $INTR as per my deep dive"  
[X Link](https://x.com/GabGrowth/status/2005946077371887948)  2025-12-30T10:16Z 20.3K followers, [---] engagements


"$RBRK is back to pre-earnings levels. It was one of the strongest quarters for the stock with a massive beat beat raise. Earnings saw a 22% pop as top-line beat by 9% and bottom-line by 159%. I covered the earnings report that you can read for free. https://gabgrowth.com/p/rubrik-q3-2026-earnings-review https://gabgrowth.com/p/rubrik-q3-2026-earnings-review"  
[X Link](https://x.com/GabGrowth/status/2009302653675659492)  2026-01-08T16:34Z 20.3K followers, [----] engagements


"$DLO is planning a push into Asia Given the size of Asia it will be a multi-year project but [----] is the year where we really begin to commit to it as a strategic priority - Pedro Arnt Pedro mentioned he wants to increase Asias share of $DLO TPV from the current single digits to at least 30% in the next 3-5 years. We are in the market for a more senior figure that is tasked with the overall growth of the Asia business that has to be an Asia based exec https://twitter.com/i/web/status/2011734259791548816 https://twitter.com/i/web/status/2011734259791548816"  
[X Link](https://x.com/GabGrowth/status/2011734259791548816)  2026-01-15T09:36Z 20.3K followers, [----] engagements


"The name of the game for $DLO is increasing TPV. They cant control the take rate decline it is simply a feature of payment processing businesses. As long as TPV grows faster than take rates fall scale economies merchant trust and their relevance in EM will increase. $DLO is planning a push into Asia Given the size of Asia it will be a multi-year project but [----] is the year where we really begin to commit to it as a strategic priority - Pedro Arnt Pedro mentioned he wants to increase Asias share of $DLO TPV from the current single https://t.co/FNroxcX0g2 $DLO is planning a push into Asia"  
[X Link](https://x.com/GabGrowth/status/2011738503340871988)  2026-01-15T09:53Z 20.3K followers, [----] engagements


"Ive just released my $CHA deep dive for free. I first covered it in July [----] when the stock was trading at $23. I liked the business and the founder in particular but ultimately decided against investing for several reasons that I detail in this piece. Today the stock is down 48% from the time of this deep dive. Putting in tens of hours of work into a stock often inclines us to be biased towards it but this proves why keeping a clear head and being intellectually honestly with ourselves is so important. I hope you enjoy the read. https://gabgrowth.com/p/chagee-deep-dive"  
[X Link](https://x.com/GabGrowth/status/2012720356633805102)  2026-01-18T02:55Z 20.4K followers, 12.4K engagements


"I dont know who needs to hear this but Software isnt dying altogether. Sure some will get replaced but many will bounce back stronger and AI will be a massive tailwind. This selloff will be a massive opportunity in hindsight"  
[X Link](https://x.com/GabGrowth/status/2013595273868832898)  2026-01-20T12:51Z 20.3K followers, [----] engagements


"Probably the most useful part of owning an X account with some reach is the ability to test sentiment. For instance $GLXY: Used to get 100+ likes on each post when referencing it guess what the price was $40 Then started getting 10+ likes when price was $24 Interesting"  
[X Link](https://x.com/GabGrowth/status/2014875764995530994)  2026-01-24T01:39Z 20.3K followers, [----] engagements


"JD Vance coming to $CPNG's rescue is something I never imagined would happen in 2026"  
[X Link](https://x.com/GabGrowth/status/2014882373998149665)  2026-01-24T02:06Z 20.3K followers, 12.2K engagements


"Momentum Works is releasing their [----] food delivery report next week. And on that note @the_zack_zhu and I will be releasing a quick commerce deep dive covering China and Southeast Asia's players including: $MPNGY $BABA $SE $GRAB ByteDance etc"  
[X Link](https://x.com/GabGrowth/status/2015415030070784335)  2026-01-25T13:22Z 20.3K followers, [----] engagements


"In case you missed it from the barrage of articles on this platform I shared my take on the drawdown $SE is facing. This article format is growing on me but Im afraid the proliferation of it may have come a couple years too late. https://t.co/OGSeSAY5OH https://t.co/OGSeSAY5OH"  
[X Link](https://x.com/GabGrowth/status/2015417739893235849)  2026-01-25T13:33Z 20.3K followers, [----] engagements


"@ContraTurtleX Is there a reason $SE doesnt interest you"  
[X Link](https://x.com/GabGrowth/status/2016372354260337137)  2026-01-28T04:46Z 20.3K followers, [----] engagements


"@RyanBurgin29 ShopeeFood isnt going away. I believe it will be a clear duopoly of GrabFood and ShopeeFood in 2-3 years. Which is still very bullish for $GRAB"  
[X Link](https://x.com/GabGrowth/status/2016470859951849960)  2026-01-28T11:18Z 20.3K followers, [---] engagements


"@RyanBurgin29 I assume youre talking about ShopeeFood. I use GrabFood often in Singapore but ShopeeFood isnt here yet. ShopeeFood is a subsidiary of $SE which is about 4x the size of $GRAB and ShopeeFood is a strategic play into quick commerce so I do believe it will be around long-term"  
[X Link](https://x.com/GabGrowth/status/2016472519071748559)  2026-01-28T11:24Z 20.3K followers, [---] engagements


"$GRAB's Food Delivery GMV grew 20% YoY in [----]. This is compared to 10.64% growth in [----] and 6.82% growth in [----]. It remains the leader in all [--] key SEA markets"  
[X Link](https://x.com/GabGrowth/status/2016509054311669989)  2026-01-28T13:49Z 20.3K followers, [----] engagements


"$GRAB XanhSM is a challenger in mobility but nowhere close in food delivery where the real money is made. Its market share in Vietnam's Food Delivery market rounds to approximately 0%. The only real competitor for $GRAB is ShopeeFood. Short Excerpt from my recent $GRAB post on XanhSM that usurped $GRAB's top spot in the Vietnamese Mobility space in Q1 2025: Xanh SM is a subsidiary of Vingroup run by entrepreneur Phm Nht Vng. It operates a fully electric fleet of cars and motorbikes that are largely https://t.co/6f6DYGOXf8 Short Excerpt from my recent $GRAB post on XanhSM that usurped $GRAB's"  
[X Link](https://x.com/GabGrowth/status/2017089459041554890)  2026-01-30T04:16Z 20.4K followers, [----] engagements


"$HOOD 47% of people are already wrong. $HOOD drawdown now 30%. Don't get me wrong I love $HOOD (and am long since $8) but a 70% drawdown would NOT surprise me. The crypto bear market isn't even here yet. When the massive drop comes I will be buying hard (again). 87% of actual votes think $HOOD will drawdown less than 70% with 47% believing the drawdown will be 30%. I will take the over here. I think $HOOD will drawdown 70% especially if lower interest rates coincide with the Crypto bear market. Narratives shift quickly in bears. 87% of actual votes think $HOOD will drawdown less than 70% with"  
[X Link](https://x.com/GabGrowth/status/2017244875377594613)  2026-01-30T14:33Z 20.3K followers, [----] engagements


"$SE Monee Brazil 👇 Ita BBA estimated that $SE Monee loan book has expanded 320% year-over-year reaching $700M (vs. $MELI s $4 billion). (Ita BBA is Latin Americas largest corporate and investment bank.) https://t.co/vtIuGROjdu Ita BBA estimated that $SE Monee loan book has expanded 320% year-over-year reaching $700M (vs. $MELI s $4 billion). (Ita BBA is Latin Americas largest corporate and investment bank.) https://t.co/vtIuGROjdu"  
[X Link](https://x.com/GabGrowth/status/2017570741965951189)  2026-01-31T12:08Z 20.3K followers, [----] engagements


"Dont think there is anything more off-putting than a CEO trying to ask people to buy One of the major red flags for me "This is a $1T company in the making. I can't fathom a better entry point for what ServiceNow is building. This is a one of one company. That's not speculation it's a fact." - Bill McDermott CEO ServiceNow $NOW https://t.co/aNlvXxZNTU "This is a $1T company in the making. I can't fathom a better entry point for what ServiceNow is building. This is a one of one company. That's not speculation it's a fact." - Bill McDermott CEO ServiceNow $NOW https://t.co/aNlvXxZNTU"  
[X Link](https://x.com/GabGrowth/status/2017951796447367177)  2026-02-01T13:22Z 20.3K followers, 15K engagements


"@talacapital Yup still don't love it. But CEO is buying is definitely a positive signal has $NOW CEO bought"  
[X Link](https://x.com/GabGrowth/status/2017974686639153499)  2026-02-01T14:53Z 20.3K followers, [---] engagements


"My 2c on Crypto: If the top is in (Q4 [----] as I predicted) then the key question now is when does Crypto bottom In my view while this drop to $70K is pretty painful for holders and weve seen 60-70% drops from ATHs among large alts We are probably not near the bottom yet. The prevailing sentiment now is one of disbelief and anger thats not typically when assets bottom. It bottoms on hopelessness and despair and especially when you have people calling for ridiculously low prices. So my guess on where $BTC bottoms: My belief has always been that $BTC bottoms when you start thinking one more leg"  
[X Link](https://x.com/GabGrowth/status/2018354482611171770)  2026-02-02T16:03Z 20.3K followers, [----] engagements


"Surely $PYPL has bottomed here - Says the $PYPL shareholder for the 237487th time since owning the stock"  
[X Link](https://x.com/GabGrowth/status/2018666340115161571)  2026-02-03T12:42Z 20.3K followers, [----] engagements


"Buy the dip yes. But make sure youre buying the dip of fundamentally strong businesses that you know will almost certainly bounce back. This is when doing the homework and research for years pays off. Its a discount sale enjoy it"  
[X Link](https://x.com/GabGrowth/status/2019068866882916409)  2026-02-04T15:21Z 20.3K followers, 14.5K engagements


"Operating at the intersection of AI & Crypto means those are the driving narratives. Crypto being sold off inevitably leads to a bleed which often becomes an overreaction. Ultimately I believe the key thesis on $GLXY is Helios which is on schedule and long-term that will be the key driver of returns. https://twitter.com/i/web/status/2019082942254141457 https://twitter.com/i/web/status/2019082942254141457"  
[X Link](https://x.com/GabGrowth/status/2019082942254141457)  2026-02-04T16:17Z 20.3K followers, [---] engagements


"@GauchoRico Interesting why Singapore REITs"  
[X Link](https://x.com/GabGrowth/status/2019564467428950369)  2026-02-06T00:11Z 20.3K followers, [---] engagements


"Looking out for Bible and Peter Lynch quotes to signal the bottom"  
[X Link](https://x.com/GabGrowth/status/2019566558180479135)  2026-02-06T00:19Z 20.3K followers, [----] engagements


"$AMZN Ahhh were back at the beloved Bezos $200 wall"  
[X Link](https://x.com/GabGrowth/status/2019599088770314249)  2026-02-06T02:28Z 20.3K followers, [----] engagements


"You might've made a mistake buying heavily before this sell-off just don't make another mistake selling after the sell-off"  
[X Link](https://x.com/GabGrowth/status/2019708291291701707)  2026-02-06T09:42Z 20.3K followers, [----] engagements


"Agree that consolidated multiples don't make much sense but I do think 5-10x PE on Monee and 8-10x EBITDA on Garena is kinda harsh. Especially when you consider Monee is not a subprime/credit lender but more of a fintech platform where market typically gives upwards of 15x earnings. Garena is growing bookings at 51% (at scale) FF now a platform business around for [--] years (lindy effect) which maybe would suggest slightly higher ebitda multiples"  
[X Link](https://x.com/GabGrowth/status/2020009383384752522)  2026-02-07T05:39Z 20.3K followers, [----] engagements


"@TopiEero @the_zack_zhu @CapexAndChill @e_commerce_king With the dominance they possess and the user base they will set up a standalone shopping app eventually as they have done in China. I believe they will be around for a long time"  
[X Link](https://x.com/GabGrowth/status/2020379221097582610)  2026-02-08T06:08Z 20.3K followers, [---] engagements


"$GOTO Gojek co-founder Nadiem Makarim named as suspect in Indonesias laptop graft case. Since May Indonesian authorities have been investigating alleged corruption in the Education Ministrys procurement of [---] million Chromebook laptops valued at about $608 million"  
[X Link](https://x.com/GabGrowth/status/1963553911589294567)  2025-09-04T10:45Z 20.4K followers, [----] engagements


"$GRAB [--] DOLLARS Weve gotten over the hurdle finally. I think many have probably given up along this journey with the way the stock has traded. My thesis has always been steady compounding north of 20% per year for a decade or more. Every quarter that passes Grab gets embedded deeper into the habits of each and every SEA consumer. Meanwhile its rivals weaken and face diseconomies of scale. The first decade for Grab was about securing market share and dominance. The next will be about leveraging its dominance for profits. As Ive said previously Mobility and Deliveries are the trojan horses."  
[X Link](https://x.com/GabGrowth/status/1966617164284391659)  2025-09-12T21:37Z 20.4K followers, 29.4K engagements


"$GRAB competitor ComfortDelGro will also be increasing its platform fees from the current S$0.70 to S$1.00-S$1.20. JUST IN: $GRAB will be increasing its platform and partner fee from S$0.90 to S$1.20 from [----]. The last increase was from S$0.70 to S$0.90 announced in December [----] and implemented in Jan [----]. https://t.co/pwv9Hbzw7k JUST IN: $GRAB will be increasing its platform and partner fee from S$0.90 to S$1.20 from [----]. The last increase was from S$0.70 to S$0.90 announced in December [----] and implemented in Jan [----]. https://t.co/pwv9Hbzw7k"  
[X Link](https://x.com/GabGrowth/status/2003864726116401500)  2025-12-24T16:25Z 20.4K followers, [----] engagements


"$CHA is now down over 67% from its IPO. I covered it earlier this year at $22 and despite it looking cheap at the time decided against entering a position. It is now down 50% from there. Cheap can get cheaper. I intend to take another look at this and will likely post an update in a couple weeks $CHA continues its decline post-earnings. It was one of the deep dives I did about [--] months ago. It was truly a remarkable story and a very compelling investment at 11x PE [--] PEG 8.8x EV/EBITDA. Their founder was illiterate at [--] billionaire at [--] working his way up the tea https://t.co/5zIuMcCUMx $CHA"  
[X Link](https://x.com/GabGrowth/status/2004552645042970632)  2025-12-26T13:59Z 20.4K followers, 38.7K engagements


"This is why I decided against entering $CHA at the time. Seems obvious in hindsight but it was not an easy decision at the time. I definitely got a little lucky here. $CHA is now down over 67% from its IPO. I covered it earlier this year at $22 and despite it looking cheap at the time decided against entering a position. It is now down 50% from there. Cheap can get cheaper. I intend to take another look at this and will likely post an https://t.co/ZJ76NINO3e $CHA is now down over 67% from its IPO. I covered it earlier this year at $22 and despite it looking cheap at the time decided against"  
[X Link](https://x.com/GabGrowth/status/2004553441092481359)  2025-12-26T14:02Z 20.4K followers, [----] engagements


"Just published my latest article: $GRAB: The [----] Thesis I recap [----] cover the bull case moving forward and also discuss risks and considerations for investors. https://gabgrowth.com/p/grab-holdings-the-2026-thesis https://gabgrowth.com/p/grab-holdings-the-2026-thesis"  
[X Link](https://x.com/GabGrowth/status/2008526615995969802)  2026-01-06T13:10Z 20.4K followers, 23.7K engagements


"Short Excerpt from my recent $GRAB post on XanhSM that usurped $GRAB's top spot in the Vietnamese Mobility space in Q1 2025: Xanh SM is a subsidiary of Vingroup run by entrepreneur Phm Nht Vng. It operates a fully electric fleet of cars and motorbikes that are largely sourced from VinFast which is also a subsidiary of Vingroup and manufactures electric vehicles. In recent years Vingroup has spent billions of dollars subsidising a push into the mobility market and it has succeeded. Xanh SM took pole position in Q1 [----] with 40%. Grab is 2nd at 36% with other smaller players such as Be and Mai"  
[X Link](https://x.com/GabGrowth/status/2010698363742957926)  2026-01-12T13:00Z 20.4K followers, 25.4K engagements


"Full post can be read here (free to read): https://gabgrowth.com/p/grab-holdings-the-2026-thesis https://gabgrowth.com/p/grab-holdings-the-2026-thesis"  
[X Link](https://x.com/GabGrowth/status/2010700488400916827)  2026-01-12T13:08Z 20.4K followers, [---] engagements


"$TCOM This is why investing in China is so hard. If youre in an industry where there are few competitors youre accused of monopoly power and get probed for antitrust. If you enter an industry where there are many strong competitors you burn cash for years. A true Catch-22"  
[X Link](https://x.com/GabGrowth/status/2011643655812272270)  2026-01-15T03:36Z 20.4K followers, [----] engagements


"Feels like a good day to share my $GRAB thesis for [----] in case anyone's getting cold feet already: https://gabgrowth.com/p/grab-holdings-the-2026-thesis https://gabgrowth.com/p/grab-holdings-the-2026-thesis"  
[X Link](https://x.com/GabGrowth/status/2012008390164430973)  2026-01-16T03:45Z 20.4K followers, 16.9K engagements


"Some key highlights from Momentum Works' [----] Food Delivery Report: - $GRAB remains the largest player extending its market share from 53.8% to 55% - $SE ShopeeFood is now the 2nd largest player by GMV overtaking Food Panda - Small players hardly had any breakthrough in [----] - Food Delivery GMV accelerated again growing 18% YoY from 13% last year and 5% the previous. - Every country achieved double digit growth with Thailand the highest at 22% YoY - Platforms are converging on affordability with lower AOVs largely driven by bundling orders and saver deliveries - Platforms like $GRAB are"  
[X Link](https://x.com/GabGrowth/status/2016426262705930483)  2026-01-28T08:20Z 20.4K followers, [----] engagements


"$GRAB grew its food delivery market share from 53.8% to 55%. This is despite increased competition from $SE ShopeeFood in [--] key markets. $GOTO GoFoods market share in Indonesia fell from 35% to 31%"  
[X Link](https://x.com/GabGrowth/status/2016433247715262908)  2026-01-28T08:48Z 20.4K followers, [----] engagements


"$SE ShopeeFood is now the 2nd largest food delivery player in SEA by GMV. 2020: $0.3B 2021: $0.9B 2022: $0.9B 2023: $1.5B 2024: $2.3B 2025: $3.3B"  
[X Link](https://x.com/GabGrowth/status/2016476813716037734)  2026-01-28T11:41Z 20.4K followers, [----] engagements


"If you loved $RBRK at $100 youll love it at $57"  
[X Link](https://x.com/GabGrowth/status/2017242809208836160)  2026-01-30T14:25Z 20.4K followers, 12.1K engagements


"Bought some $SE at $115 and $GRAB at $4.30 More optimistic than ever at these prices :)"  
[X Link](https://x.com/GabGrowth/status/2018335652799217696)  2026-02-02T14:48Z 20.4K followers, 12.2K engagements


"$SE Shopee extended [---] sale happening today 🤣 Fine ill buy some more"  
[X Link](https://x.com/GabGrowth/status/2018706182408466944)  2026-02-03T15:20Z 20.4K followers, [----] engagements


"@illyquid I think its valid for gaming studios but Free Fire is more of a platform now and imo wont be disrupted by some random game created by Genie. Also Garena is now 12% of $SE revenues. I think market is hitting it mostly due to worries about TikTok Shop (which is valid)"  
[X Link](https://x.com/GabGrowth/status/2018717106825502795)  2026-02-03T16:03Z 20.4K followers, [---] engagements


"RIP $SE E-commerce is over. AI agents will buy from other AI agents and trade in tokens. Robots will kill us all no more toilet paper needed. Shopee will get disrupted by two LLMs negotiating over socks at light speed. No users. No merchants. Just vibes and GPUs"  
[X Link](https://x.com/GabGrowth/status/2019072778071380014)  2026-02-04T15:37Z 20.4K followers, 29.4K engagements


"$RBRK Bipul sandbags every quarter it's pretty much a safe bet to assume they outperform guidance each quarter. Execution on this name has been perfect but sentiment has been in the dumps. I do expect it to reverse soon though. $RBRK prelim results exceeds all guidance metrics https://t.co/me6qK98UyA $RBRK prelim results exceeds all guidance metrics https://t.co/me6qK98UyA"  
[X Link](https://x.com/GabGrowth/status/2019237508614414798)  2026-02-05T02:31Z 20.4K followers, [----] engagements


"Which government would want to build around a monetary asset where a single corporate CEO controls 3% of supply Perhaps a situation where Saylor is wiped out may be the best thing that could ever happen to $BTC"  
[X Link](https://x.com/GabGrowth/status/2019412432163336313)  2026-02-05T14:06Z 20.4K followers, [----] engagements


"$HIMS Blind faith in your CEO is not a way to invest. Lots of people love to say they are rational investors but never change their minds when the facts change. I was long the stock from the teens but was 100% out the day I saw shady behaviour from management. No regrets. $HIMS The CEO literally executes a planned sale the day after 🤣 Wonder how the bulls are going to defend it this time $HIMS The CEO literally executes a planned sale the day after 🤣 Wonder how the bulls are going to defend it this time"  
[X Link](https://x.com/GabGrowth/status/2019571483010560025)  2026-02-06T00:38Z 20.4K followers, 26K engagements


"$MELI's turn today 🤣 RIP $SE E-commerce is over. AI agents will buy from other AI agents and trade in tokens. Robots will kill us all no more toilet paper needed. Shopee will get disrupted by two LLMs negotiating over socks at light speed. No users. No merchants. Just vibes and GPUs. RIP $SE E-commerce is over. AI agents will buy from other AI agents and trade in tokens. Robots will kill us all no more toilet paper needed. Shopee will get disrupted by two LLMs negotiating over socks at light speed. No users. No merchants. Just vibes and GPUs"  
[X Link](https://x.com/GabGrowth/status/2019787456544219585)  2026-02-06T14:57Z 20.4K followers, [----] engagements


"$SE This is a long read but I think it answers most of the questions people have had in recent months with the narrative of Shopee being disrupted. Bookmark and come back to it if you don't have the time $SE Being my largest position I obviously think a lot about the risks of owning the business. I think the clearest one people point to today is TikTok Shop and rightfully so. I'll be honest I have been very impressed by their execution and I believe it is the smartest $SE Being my largest position I obviously think a lot about the risks of owning the business. I think the clearest one people"  
[X Link](https://x.com/GabGrowth/status/2020160633556095276)  2026-02-07T15:40Z 20.4K followers, 10.4K engagements


"$RBRK This is not a green flag yellow flag or red flag. This is nothingness. If $RBRK executes well as a business Bipul will be seen as an eccentric genius. If they dont fill in the blanks People try to read too much into things sometimes. WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and what they have to do with Bipul. You have to realize Bipul exists in time but I dont I only exist at t=0 i.e. at the present (beyond) time And at the present time there is no WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and"  
[X Link](https://x.com/GabGrowth/status/2021181848781549684)  2026-02-10T11:17Z 20.4K followers, 10.7K engagements


"The great thing about the debate of whether this or that software business is dead is that we will find out in a quarter or two. The businesses that benefit from AI will beat beat raise while those that are doomed to be replaced will miss and make excuses"  
[X Link](https://x.com/GabGrowth/status/2021185253197451445)  2026-02-10T11:31Z 20.4K followers, [----] engagements


"I assume you're thinking due to lesser jobs I think driver and delivery rider jobs are seen as undesirable and so far there has hardly been any backlash to the autonomy pilots. The transport minister mentioned in June last year I have no doubt in five years we will see many autonomous vehicles in Singapore Surprisingly there was almost no uproar and instead more of an acceptance. If it leads to lower prices consumers will likely enjoy it too"  
[X Link](https://x.com/GabGrowth/status/2021765813024501939)  2026-02-12T01:58Z 20.4K followers, [---] engagements


"@Rubenslashh @JasonJh1319 Yeah dont love it but generally Grabs acquisitions have been good and they dont tend to overpay so might give them BOD. Yup absolutely roll out in SEA but space is really competitive not sure they have it in them to dominate"  
[X Link](https://x.com/GabGrowth/status/2021813556292071876)  2026-02-12T05:08Z 20.4K followers, [---] engagements


"@knightcharo I have no qualms with Stash itself and what it provides. It is very much needed in SEA. My question is why haven't they bought something similar in SEA which would do away with the need to wait for regulatory approval etc"  
[X Link](https://x.com/GabGrowth/status/2021968666817179895)  2026-02-12T15:24Z 20.4K followers, [--] engagements


"@knightcharo Syfe is profitable Endowus is one I would've loved to see. They recently hit $10B AUM (10x of Stash) which is not easy in this region"  
[X Link](https://x.com/GabGrowth/status/2021972385394831848)  2026-02-12T15:39Z 20.4K followers, [--] engagements


"@knightcharo Sorry actually got it wrong Stash is $5B AUM. I think they couldve gotten Syfe/Endowus for $1B. I dont think people are freaking out about the dollar amount more so the fact its US based with not much obvious synergy"  
[X Link](https://x.com/GabGrowth/status/2021980044852408627)  2026-02-12T16:09Z 20.4K followers, [--] engagements


"me when i realise $grab market cap is $20B and they have $6B in cash and $0.3B in debt me when I realize $hood market cap is $12B and they have $6B in cash and no debt https://t.co/NkaECQf2bh me when I realize $hood market cap is $12B and they have $6B in cash and no debt https://t.co/NkaECQf2bh"  
[X Link](https://x.com/anyuser/status/1930071835154038925)  2025-06-04T01:19Z 20.4K followers, 59.3K engagements


"JUST IN: Indonesian Sovereign Wealth Fund Danantara is in early talks with GoTo to get a piece of $GRAB s potential buyout. - Bloomberg Reports"  
[X Link](https://x.com/anyuser/status/1930839189781983254)  2025-06-06T04:08Z 20.4K followers, 18.4K engagements


"$GRAB Institutions now own 81.64% of outstanding shares. I think its time"  
[X Link](https://x.com/anyuser/status/1931352191622889929)  2025-06-07T14:06Z 20.4K followers, 55.1K engagements


"OFFICIAL: $GRAB Announced Proposed $1.25B Offering of Convertible Notes due [----] Grab intends to use the net proceeds from the Notes Offering (i) for general corporate purposes (ii) to optimize strategic flexibility which may include potential acquisitions"  
[X Link](https://x.com/anyuser/status/1932232018773070281)  2025-06-10T00:23Z 20.4K followers, 93.6K engagements


"Still waiting for $HOOD to enter Singapore When @vladtenev 🙏🥲"  
[X Link](https://x.com/anyuser/status/1936415592489406842)  2025-06-21T13:27Z 20.4K followers, 16.2K engagements


"BREAKING: Trump says Israel and Iran Dont know what the f*ck theyre doing Damn Trump is pissed. Dont think ive ever seen him lose control of his emotions like this before tbh"  
[X Link](https://x.com/anyuser/status/1937471002218504567)  2025-06-24T11:20Z 20.4K followers, 215.4K engagements


"$HOOD Officially a [--] bagger More to come hopefully 🙏🙏"  
[X Link](https://x.com/anyuser/status/1937516960159531311)  2025-06-24T14:23Z 20.4K followers, 12.4K engagements


"$GRAB PHILIPPINES TO PILOT TEST DRONE DELIVERIES Grabs drone deliveries will use a hybrid model: drones handle the middle leg while riders manage pick-up and drop-off"  
[X Link](https://x.com/anyuser/status/1937847753792786569)  2025-06-25T12:18Z 20.4K followers, 35.9K engagements


"JUST IN: $GRAB has expanded its partnership with Proton to add more models to its fleet. Grab driver-partners can now choose from up to six Proton models including those under the GrabCar Plus and GrabCar (6-Seater) categories"  
[X Link](https://x.com/anyuser/status/1938898087742943365)  2025-06-28T09:51Z 20.4K followers, 16.3K engagements


"$GRAB The hard road goes from $4 to $6 The easy road goes from $6 to $10"  
[X Link](https://x.com/GabGrowth/status/1939030879982194949)  2025-06-28T18:39Z 20.4K followers, 44.1K engagements


"$GRAB GrabCab hit the roads of Singapore today for the first time. It is expected to start with just a fleet of [--] cabs in July before expanding to a minimum 800-car fleet"  
[X Link](https://x.com/anyuser/status/1940425506773688590)  2025-07-02T15:01Z 20.4K followers, 25.4K engagements


"$GRAB COO Alex Hungate just spoke at the Asia Economic Summit. He spoke extensively about $GRAB. Here are the [--] most important takeaways for investors: 🧵"  
[X Link](https://x.com/anyuser/status/1942188482304372845)  2025-07-07T11:46Z 20.4K followers, 75.4K engagements


"JUST IN: $GRAB launches autonomous shuttle bus for its employees through partnership with Autonomous A2Z. The 22-seater shuttle bus will operate daily during the off-peak hours of 2pm-4pm. Operations start tomorrow 9th July"  
[X Link](https://x.com/anyuser/status/1942453418045624392)  2025-07-08T05:19Z 20.4K followers, 20.7K engagements


"JUST IN: $GRAB to announce Q2 [----] results on 30th July after the market close"  
[X Link](https://x.com/anyuser/status/1942758567146316117)  2025-07-09T01:31Z 20.4K followers, 25.6K engagements


"Feels like if I do a deep dive on $GRAB now and explain my thesis it could exceed [-----] words. Pain"  
[X Link](https://x.com/anyuser/status/1945648267494396003)  2025-07-17T00:54Z 20.4K followers, 28.4K engagements


"Im biased BUT the $GRAB chart genuinely looks incredible. We had a stage [--] breakout after [--] years. Now a stage [--] breakout after [--] months. I see some pretty clear catalysts in the coming months too"  
[X Link](https://x.com/anyuser/status/1946927406478209138)  2025-07-20T13:37Z 20.4K followers, 18.6K engagements


"$GRAB +8% AH Seemingly on news of a backend infrastructure change. If that truly is the reason the stock is merely finding an excuse to go up imo"  
[X Link](https://x.com/anyuser/status/1947451860983685299)  2025-07-22T00:21Z 20.4K followers, 14.1K engagements


"Hear me out $GRAB"  
[X Link](https://x.com/anyuser/status/1948240486289817933)  2025-07-24T04:35Z 20.4K followers, 50K engagements


"$GRAB +6.25% AH The 2nd time this has happened in the past week As far as I know there has been no material news that has caused this. Could we finally be breaking out"  
[X Link](https://x.com/anyuser/status/1949969609857134795)  2025-07-28T23:05Z 20.4K followers, 26.1K engagements


"$GRAB REPORTS EARNINGS IN 12H Analysts Estimates: Revenue: $810.59M (+22% YoY) EPS: $0.01"  
[X Link](https://x.com/anyuser/status/1950508746251399458)  2025-07-30T10:48Z 20.4K followers, 27.5K engagements


"$GRAB EARNINGS ARE OUT Revenue: $819M v $811M est. ✅ EPS: $0.01 v $0.01 ✅ Loan Portfolio: $708M (+78% YoY) Group Adj. EBITDA: $109M (+69% YoY) Net Profit: $20M v -$68M (YoY) Group MTUs: 46.2M (+13% YoY)"  
[X Link](https://x.com/anyuser/status/1950694857963684050)  2025-07-30T23:07Z 20.4K followers, 64.9K engagements


"@Enderman If you owe the bank a million thats your problem. If you owe the bank [----] quadrillion dollars thats their problem"  
[X Link](https://x.com/GabGrowth/status/1950875521719603496)  2025-07-31T11:05Z 20.4K followers, 459.5K engagements


"JUST IN: $GRAB partners with the Singapore Tourism Board STB intends to benefit from Grabs insights into dining and commuting trends. One key initiative is the enhancement of the Grab Travel Pass a convenient bundle offering discounts on Grab transport and services in-country"  
[X Link](https://x.com/anyuser/status/1952700401645502727)  2025-08-05T11:57Z 20.4K followers, [----] engagements


"$GRAB Only doing some due diligence in Bali"  
[X Link](https://x.com/anyuser/status/1954143766698168560)  2025-08-09T11:32Z 20.4K followers, 11.6K engagements


"$GRAB $SE Managed to catch both in action at the same time today Ive been using Grab 5-6 times a day in Bali with a rough 70/30 split between rides and food delivery respectively. A true no-brainer for tourists"  
[X Link](https://x.com/anyuser/status/1954926840390586438)  2025-08-11T15:24Z 20.4K followers, 24.9K engagements


"$UNH Bulls now going from -50% YTD to -45% YTD Congrats 🫡"  
[X Link](https://x.com/anyuser/status/1956161874988556637)  2025-08-15T01:11Z 20.4K followers, 35.1K engagements


"BREAKING: $GRAB invests in WeRide a global autonomous driving firm. $GRAB intends to accelerate the deployment and commercialisation of L4 autonomous robotaxis and shuttles across Southeast Asia. The investment is expected to close by H1 2026"  
[X Link](https://x.com/anyuser/status/1956285877908308351)  2025-08-15T09:24Z 20.4K followers, 19.6K engagements


"Most investors overlook that the very reason $GRAB is often criticised as a poor business today is also the reason it will eventually become an unbeatable one. The years of continuous investments needed to build scale and defend its position is the foundation of building an insurmountable moat. When we look at the SEA landscape it is clear to see why competitors continue to struggle. Grab is operating at thin margins to stay the cost leader which makes it nearly impossible for rivals to compete. Gojek has been at this for over a decade in Indonesia and has continually lost market share while"  
[X Link](https://x.com/anyuser/status/1958549938490753149)  2025-08-21T15:21Z 20.4K followers, 16.5K engagements


"Just posted my $GRAB valuation model. Will link to it below if you are interested in checking it out 👇 I must emphasise as I always do that valuation models are extremely subjective and often lack precision. After all: "Garbage in Garbage out""  
[X Link](https://x.com/anyuser/status/1959627847829770458)  2025-08-24T14:44Z 20.4K followers, 50.7K engagements


"$NBIS A long-standing bear case has been the massive CAPEX commitments ahead. Yes they held $2B in cash and had multiple business lines to lean on for liquidity. However debt financing was still inevitable for the buildout and access on favourable terms was not guaranteed. The $MSFT deal is a game-changer for [--] reasons: Firstly the $20B deal equals to an 8x in current revenue run-rate. Secondly it solidifies the validity of neoclouds and signals the continued demand for AI infrastructure. Thirdly and IMO most importantly it strengthens $NBIS' creditworthiness and financing optionality. In my"  
[X Link](https://x.com/anyuser/status/1965341359394750819)  2025-09-09T09:07Z 20.4K followers, 23K engagements


"$GRAB She wants $6"  
[X Link](https://x.com/anyuser/status/1966520120135606555)  2025-09-12T15:11Z 20.4K followers, 13.1K engagements


"$GRAB The easy road starts now $GRAB The hard road goes from $4 to $6 The easy road goes from $6 to $10 $GRAB The hard road goes from $4 to $6 The easy road goes from $6 to $10"  
[X Link](https://x.com/anyuser/status/1966618110192206185)  2025-09-12T21:41Z 20.4K followers, 20.8K engagements


"$GRAB Institutions now own 83.29% of outstanding shares. New Record High"  
[X Link](https://x.com/anyuser/status/1967262343433503061)  2025-09-14T16:21Z 20.4K followers, 47.4K engagements


"$GRAB As usual have been seeing the usual suspects claim a $50 PT is in play Please do not fall for these engagement tactics and instead stay the course on fundamentals. My personal opinion is that Grab is worth $8.87 today. You can see my valuation model below 👇"  
[X Link](https://x.com/anyuser/status/1967754923485069740)  2025-09-16T00:58Z 20.4K followers, 42.3K engagements


"$GRAB Re-Acceleration of Revenues One of the main catalysts I look for before investing is a clear re-acceleration in top-line growth. When a company shifts from slowing growth back into acceleration it usually signals durability and this proves to the market that new growth levers are kicking in. It also leads to a narrative shift because the market doesn't explicitly price numbers. Instead they are often pricing stories. This leads to multiple re-ratings. (See $NVDA $PLTR $HOOD) For [--] consecutive quarters from [----] to [----] $GRAB's revenue growth decelerated from 311% to 16.4%. In that same"  
[X Link](https://x.com/anyuser/status/1967878747409006750)  2025-09-16T09:10Z 20.4K followers, 26.3K engagements


"$GRAB $6.50 Not much to say really have covered everything about the business fundamentally and believe the market is starting to get it. Enjoy the ride fellow shareholders"  
[X Link](https://x.com/anyuser/status/1968681861397250369)  2025-09-18T14:21Z 20.4K followers, 24.7K engagements


"JUST IN: $GRAB will be operating WeRide autonomous vehicles on [--] designated routes in Singapore in early [----]. As a reminder $GRAB made a significant strategic investment in $WRD WeRide in August 2025"  
[X Link](https://x.com/anyuser/status/1969378423635394570)  2025-09-20T12:29Z 20.4K followers, 18.9K engagements


"Just published a Deep Dive on Rubrik $RBRK 👇 It is a cybersecurity business specifically operating in the backup/data-resilience niche. $1.2B ARR 51% Growth 80%+ Gross Margins 96% Recurring. Trades at 11x EV/NTM revenues reasonable in comparison to peers"  
[X Link](https://x.com/anyuser/status/1970118801464398111)  2025-09-22T13:31Z 20.4K followers, 56.6K engagements


"$MELI down another 5% today after 6% down day yesterday. WOW 😳 Happily scooping up shares today 🫡"  
[X Link](https://x.com/anyuser/status/1973410065408467200)  2025-10-01T15:29Z 20.4K followers, 22.8K engagements


"This interview of Peter Lynch was filled with incredible quotes and nuggets. However my favourite was a non-answer. Josh Brown asked Peter if he thought there were echoes of [----] in the market today in AI to which he answered: I have no idea I have a lot of stocks I like not in that category How Peter Lynch Became The Greatest Fund Manager Of All Time TCAF 211🎙 @Downtown Josh Brown is joined by Peter Lynch Vice Chairman of @Fidelity Management and Research to discuss: Peter's legendary career how individual investors can succeed in the market the biggest https://t.co/RwjLnkpZj8 How Peter"  
[X Link](https://x.com/GabGrowth/status/1974440450862801244)  2025-10-04T11:44Z 20.4K followers, 55.3K engagements


"@amitisinvesting Damn shots fired"  
[X Link](https://x.com/anyuser/status/1975899847757807679)  2025-10-08T12:23Z 20.4K followers, 32.4K engagements


"$DLO has had a TON of developments in [----]. Let's break it down 👇 [--] Partnerships: [--]. AZA Finance [--]. Coda Payments [--]. Belmoney [--]. Temu [--]. Airtel for Google Play [--]. Cloudbeds [--]. 51Talk [--]. PayPal [--]. Panda Remit [--]. Juspay [--]. BVNK [--]. RizRemit [--]. Tiendamia [--]. Digit9 / LuLu Financial Holdings [--]. Bolt [--]. Capitec Pay [--]. Fireblocks [--]. XanderPay [--]. Western Union [--] Licenses (Regulatory Expansion): [--]. UK Authorised Payment Institution License [--]. New Licenses in UAE Trkiye and the Philippines [--] Acquisition: [--]. AZA Finance ALL of this in just [--] months incredible execution by Pedro and his team."  
[X Link](https://x.com/anyuser/status/1978079316593570277)  2025-10-14T12:43Z 20.4K followers, 23.7K engagements


"OFFICIAL: $GRAB will be announcing its Q3 earnings on November 3rd after the market close"  
[X Link](https://x.com/anyuser/status/1978081178469929319)  2025-10-14T12:51Z 20.4K followers, 28.4K engagements


"$HIMS I quite like the business but this is such a terrible look. 👀 👀"  
[X Link](https://x.com/anyuser/status/1978642799273840942)  2025-10-16T02:02Z 20.4K followers, 212.2K engagements


"JUST IN: $GRAB invests in May Mobility a robotaxi startup May Mobility disclosed that Grab has made a significant equity investment in the business as part of its plans to expand into Southeast Asia next year"  
[X Link](https://x.com/anyuser/status/1981357548193386702)  2025-10-23T13:50Z 20.4K followers, 32.2K engagements


"$GRAB reports earnings Monday after market close Analysts Estimates Revenue: $876.63M (+22% YoY) EPS: $0.02"  
[X Link](https://x.com/anyuser/status/1985208817303621900)  2025-11-03T04:54Z 20.4K followers, 48.3K engagements


"$GRAB EARNINGS ARE OUT Revenue: $873M v $876.6M est. 🟠 EPS: $0.01 v $0.02 est. 🟠 Loan Portfolio: $821M (+65% YoY) Group Adj. EBITDA: $136M (+51% YoY) Net Profit: $17M v $15M (+14% YoY) Group MTUs: 47.7M (+14% YoY) FY2025 Guidance: Revenue: $3.38-3.40B (Prior: $3.33-3.40B) ✅ Adjusted EBITDA: $490-500M (Prior: $460-480M) ✅ We continued to accelerate growth while delivering sequential Adjusted EBITDA margin improvements and Adjusted Free Cash Flow generation said Peter Oey Chief Financial Officer of Grab. This quarters results underscore the resilience of our counter-cyclical business model"  
[X Link](https://x.com/anyuser/status/1985484282476052750)  2025-11-03T23:08Z 20.4K followers, 37.3K engagements


"@alc2022 Bro lost 20% and then another $15k in an hour. Phenomenal"  
[X Link](https://x.com/GabGrowth/status/1986354705640169635)  2025-11-06T08:47Z 20.4K followers, 12.1K engagements


"$GRAB I havent written a long piece on the business for awhile since Ive covered most of my views the past year. However after yesterdays earnings call I have [--] key points I wanted to share. [--]. Deliveries & Merchant Lock-In When we look at Grabs [--] core businesses today mobility and deliveries they seem to be very similar business models but their long term margin profile cannot be more different. Mobility is a commoditised product because every firm has access to the same drivers these drivers often work for 2-3 ride-hailing businesses and alternate between these apps. Consumers generally"  
[X Link](https://x.com/anyuser/status/1986389186509750632)  2025-11-06T11:04Z 20.4K followers, 28.1K engagements


"Look im not going to repeat the whole the index is only down 4% from ATHs bs. Because lets face the facts the vast majority of us are investing to beat the index and that often means owning high beta growth plays that are much more volatile. Most of us are down more than the index. Some of us multiples more. Personally my portfolio is on a 8-9% drawdown and that is significant as im not all in high-beta plays and have zero options/leverage. But these are the moments that matter most. This is when you look at your portfolio and ask yourself honestly: Would I still be excited to add to these"  
[X Link](https://x.com/anyuser/status/1986864539653247404)  2025-11-07T18:33Z 20.4K followers, 42.2K engagements


"$GRAB CEO Anthony Tan on the Career Ladder show"  
[X Link](https://x.com/anyuser/status/1987669363219108170)  2025-11-09T23:51Z 20.4K followers, 78K engagements


"BREAKING: $GRAB has announced that it has signed definitive agreements to invest $60M in AV Tech company Vay Technology. In addition Grab will increase its equity interest in Vay with an additional $350M within the first year after Closing"  
[X Link](https://x.com/anyuser/status/1987846367348461938)  2025-11-10T11:34Z 20.4K followers, 40.6K engagements


"$GRAB CEO Anthony Tan reacting to Career Ladder comments"  
[X Link](https://x.com/anyuser/status/1988642245168566613)  2025-11-12T16:17Z 20.4K followers, 13.1K engagements


"$SPGI's revenue trajectory over the past decade has been exceptional. Even at massive scale the company has managed to accelerate growth consistently. While [----] marked an exceptional bump due to the IHS Markit acquisition SPGI was already delivering outstanding execution well before that. https://twitter.com/i/web/status/1914120505650721137 https://twitter.com/i/web/status/1914120505650721137"  
[X Link](https://x.com/GabGrowth/status/1914120505650721137)  2025-04-21T00:54Z 20.4K followers, [----] engagements


"What are your [--] favourite EM stocks Ill start: - $SE - $MELI - $GRAB [--] are at a bit of a discount today btw"  
[X Link](https://x.com/GabGrowth/status/1943345515816718629)  2025-07-10T16:24Z 20.4K followers, 15K engagements


"How dominant is $GRAB in SEA you ask This driver works for $GOTO Gojek but Grab Driver was used in the title instead because thats what people recognise. Mindshare at its best"  
[X Link](https://x.com/GabGrowth/status/1945725663522275685)  2025-07-17T06:02Z 20.4K followers, [----] engagements


"My latest deep dive is on $AXON A mission-driven business that has turned TASERs into an ecosystem of public safety products and services. Hardware software AI drones and more. This is one of the most impressive businesses in modern history. https://gabgrowth.com/p/axon-enterprise-deep-dive https://gabgrowth.com/p/axon-enterprise-deep-dive"  
[X Link](https://x.com/GabGrowth/status/1988628020303626336)  2025-11-12T15:20Z 20.4K followers, [----] engagements

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