# ![@knightcharo Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1438168221983514626.png) @knightcharo Charo

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

### Engagements: [---] [#](/creator/twitter::1438168221983514626/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1438168221983514626/c:line/m:interactions.svg)

- [--] Week [-----] +684%
- [--] Month [------] +36%
- [--] Months [------] +618%
- [--] Year [------] +5,373%

### Mentions: [--] [#](/creator/twitter::1438168221983514626/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1438168221983514626/c:line/m:posts_active.svg)

- [--] Week [--] -38%
- [--] Month [--] +38%
- [--] Months [---] +316%
- [--] Year [---] +1,656%

### Followers: [--] [#](/creator/twitter::1438168221983514626/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1438168221983514626/c:line/m:followers.svg)

- [--] Week [--] +4.40%
- [--] Month [--] +2.90%
- [--] Months [--] +61%
- [--] Year [--] +238%

### CreatorRank: [---------] [#](/creator/twitter::1438168221983514626/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1438168221983514626/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  32% [finance](/list/finance)  21% [technology brands](/list/technology-brands)  20% [countries](/list/countries)  10% [social networks](/list/social-networks)  3% [travel destinations](/list/travel-destinations)  2% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[$grab](/topic/$grab) #17, [food](/topic/food) 16%, [$se](/topic/$se) 15%, [$grabs](/topic/$grabs) #1, [sea](/topic/sea) 13%, [$goto](/topic/$goto) #4, [meituan](/topic/meituan) 8%, [$baba](/topic/$baba) 8%, [if you](/topic/if-you) 7%, [acquisition](/topic/acquisition) #642

**Top accounts mentioned or mentioned by**
[@gabgrowth](/creator/undefined) [@thezackzhu](/creator/undefined) [@timewatchinvest](/creator/undefined) [@amitisinvesting](/creator/undefined) [@sachinvats](/creator/undefined) [@the_zack_zhu](/creator/undefined) [@philip51479248](/creator/undefined) [@mikelongterm](/creator/undefined) [@anthonypytan](/creator/undefined) [@peteroey](/creator/undefined) [@otterresearch](/creator/undefined) [@vbakhshi1](/creator/undefined) [@leeleeks](/creator/undefined) [@volscente79](/creator/undefined) [@liorshemesh4](/creator/undefined) [@aistocksavvy](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@fiscalai](/creator/undefined) [@klooktravel](/creator/undefined) [@thelongape](/creator/undefined)

**Top assets mentioned**
[Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Sea Limited (SE)](/topic/$se) [Alibaba Group (BABA)](/topic/$baba) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [DoorDash Inc. (DASH)](/topic/doordash) [Dana Incorporated (DAN)](/topic/$dan) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [YELP INC. (YELP)](/topic/$yelp) [RAI Finance (SOFI)](/topic/$sofi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Mobility really is a commodity at this point. Everytime a player exits the market [--] new competitors enter. Literally no barrier to entry. $GRAB must find new verticals and just use mobility as a trojan horse for customer acquisition The mobility MTU penetration of $GRAB by countries. The penetration in countries ex-Singapore is still extremely low. Low penetration is both the biggest bull and bear in $GRAB valuation. If there is still a huge untapped market then its also a good place for competitors to https://t.co/3SLFbfT04Y The mobility MTU penetration of $GRAB by countries. The penetration"  
[X Link](https://x.com/knightcharo/status/2022174677582721025)  2026-02-13T05:03Z [--] followers, [----] engagements


"@the_zack_zhu Was looking into Meituan's verticals to see what $GRAB is missing. Looks like they have everything except for a Hotel & Travel vertical. This is Meituan's highest margin segment. Considering the high tourism in SEA isn't this an area that $GRAB should invest in"  
[X Link](https://x.com/knightcharo/status/2022186115877556384)  2026-02-13T05:48Z [--] followers, [----] engagements


"Meituan going from $5B profit to $3B loss really shows how insane incentives can get when big players ( $BABA & $JD) enter food deliveries. Hopefully they keep this insanity in China and not come to SEA one day. $GRAB $SE Meituan just disclosed its [----] annual results. The company expects a full-year loss of RMB [----] to [----] billion ($3.2 to $3.4 billion). One year ago it posted RMB [----] billion ($4.9 billion) in profit. The most striking number: core local business swung from RMB [----] billion Meituan just disclosed its [----] annual results. The company expects a full-year loss of RMB [----] to"  
[X Link](https://x.com/knightcharo/status/2022669965950939273)  2026-02-14T13:51Z [--] followers, [---] engagements


"Retail finally exiting past couple of days $GRAB"  
[X Link](https://x.com/knightcharo/status/2019786971946877111)  2026-02-06T14:55Z [--] followers, [---] engagements


"@the_zack_zhu Yep Dana Point"  
[X Link](https://x.com/knightcharo/status/2020234094463111334)  2026-02-07T20:31Z [--] followers, [--] engagements


"@the_zack_zhu If you had to pick [--] reason why $GRAB crashed what would it be"  
[X Link](https://x.com/knightcharo/status/2020491077632078071)  2026-02-08T13:33Z [--] followers, [---] engagements


"Potential ending diagonal on $GRAB day before earnings"  
[X Link](https://x.com/knightcharo/status/2021241409299161150)  2026-02-10T15:14Z [--] followers, [--] engagements


"@Mindset4Money_X @fiscal_ai Can you double check your numbers Dec [--] and Dec [--] are pulling from annual instead of quarterly operating profit. The correct numbers are below. $GRAB"  
[X Link](https://x.com/knightcharo/status/2021957394847375695)  2026-02-12T14:39Z [--] followers, [---] engagements


"@GabGrowth 100%. Contrary to what bears say AV will actually strengthen $GRAB moat. In order for an AV company to operate in SEA they need to partner with $GRAB because they hold the government relationships have localized maps and will ensure safe rollout"  
[X Link](https://x.com/knightcharo/status/2021960462829748567)  2026-02-12T14:51Z [--] followers, [---] engagements


"@GabGrowth I was also initially confused about Stash but after looking into them it makes a lot of sense. $GRAB's target are the underbanked which have never bought a stock before. Stash solves this by doing automated fractional investing on your behalf. Good vid https://www.youtube.com/watchv=SvVoCGIFAY0 https://www.youtube.com/watchv=SvVoCGIFAY0"  
[X Link](https://x.com/knightcharo/status/2021965952171278761)  2026-02-12T15:13Z [--] followers, [---] engagements


"@GabGrowth I agree with you that a SEA invest app would've been cheaper and probably easier to integrate. My guess is that $GRAB wanted a profitable company today as they just achieved first year profitability and don't want an acquisition to screw that up. Are these companies profitable"  
[X Link](https://x.com/knightcharo/status/2021970623736754286)  2026-02-12T15:32Z [--] followers, [--] engagements


"@GabGrowth My guess is that $GRAB wanted a profitable company today as they just achieved first year profitability and don't want an acquisition to put them back in the red. Do you know if these companies are profitable I'm guessing they arent and would still require much investment"  
[X Link](https://x.com/knightcharo/status/2021971419585015895)  2026-02-12T15:35Z [--] followers, [--] engagements


"@GabGrowth My guess is that these companies were too expensive for $GRAB as AUM being 10x of Stash. People are already freaking out about $400M for Stash. I'm sure Grab management did there DD and reached out to them and the pricetag was either too high or just not for sale"  
[X Link](https://x.com/knightcharo/status/2021974422601789797)  2026-02-12T15:47Z [--] followers, [--] engagements


"@GabGrowth Appreciate the info. Its interesting that Stash has 1.3M customers and 5B AUM where as Endowus has only 300k customers and $10B AUM. It seems like Endowus caters to the high net worth investor and doesnt fit the underbanked target"  
[X Link](https://x.com/knightcharo/status/2021997585737842994)  2026-02-12T17:19Z [--] followers, [--] engagements


"@GabGrowth My concern is how is this super app going to look It seems as of now and in the future there will always be [--] apps one for on demand and one for fintech"  
[X Link](https://x.com/knightcharo/status/2021997973962637691)  2026-02-12T17:20Z [--] followers, [--] engagements


"@TimeWatchInvest $GRAB Are you sure it's a demand problem Consumer incentives were flat/down as % of GMV while partner incentives increased. Seems like a supply issue to me. Maybe I'm missing something"  
[X Link](https://x.com/knightcharo/status/2022011124783427659)  2026-02-12T18:13Z [--] followers, [--] engagements


"@TimeWatchInvest Initially I had the same concern as you. However these are reasons why I'm ok with it: - Majority of loans in Singapore - $GRAB's historical payment data on users - $GRAB will deduct from driver/merchant income for repayment. - Short loan tenure (BNPL cash advances etc.)"  
[X Link](https://x.com/knightcharo/status/2022025918223724951)  2026-02-12T19:12Z [--] followers, [--] engagements


"@TimeWatchInvest @AnthonyPY_Tan @peter_oey I think we are just early for ads to really kick in. If they can accelerate there MTUs I think that would really help. Latest Q4 had a nice QoQ jump in MTUs of 5.9%"  
[X Link](https://x.com/knightcharo/status/2022316528222474347)  2026-02-13T14:26Z [--] followers, [--] engagements


"@Philip51479248 @the_zack_zhu Yes this makes a lot of sense. Thanks for your feedback. Is there any other verticals you guys can think of with higher margins besides lending Lending carries credit risk and changes the risk profile for $GRAB"  
[X Link](https://x.com/knightcharo/status/2022319020788396488)  2026-02-13T14:36Z [--] followers, [---] engagements


"@the_zack_zhu Good point. Kinda ironic as I use to be a commodity trader. Now im back into a commodity stock 🤣"  
[X Link](https://x.com/knightcharo/status/2022319473773183136)  2026-02-13T14:38Z [--] followers, [--] engagements


"@Philip51479248 @the_zack_zhu Do you know where I can get more details on there lending such as avg loan tenure and avg amounts by sector"  
[X Link](https://x.com/knightcharo/status/2022343902196634082)  2026-02-13T16:15Z [--] followers, [--] engagements


"@TimeWatchInvest If you were @AnthonyPY_Tan / @peter_oey what would you use the FCF for instead of lending"  
[X Link](https://x.com/knightcharo/status/2022045112214471021)  2026-02-12T20:28Z [--] followers, [--] engagements


"What do you think the chances are that $UBER sells there stake in $GRAB and enters back into SEA @sachinvats $UBER CEO said their robotaxi business will be live in [--] countries this year. They are expanding globally while the competitors are still operating only in select American cities. They are poised to be the biggest winner from autonomous driving. The sell-off is ridiculous. https://t.co/0Dv9VNCGBI $UBER CEO said their robotaxi business will be live in [--] countries this year. They are expanding globally while the competitors are still operating only in select American cities. They are"  
[X Link](https://x.com/knightcharo/status/2019834442945380519)  2026-02-06T18:03Z [--] followers, [---] engagements


"@Volscente79 @sachinvats Not great imo. Biggest surprise was big rev miss. Q4 is $GRAB strongest Q due to tourism and rainy season over but top line grew only 17% (slower than 19% for $UBER). They continue to grow MTUs and FCF so no reason to sell. Stock wont rerate without a $GOTO acquisition"  
[X Link](https://x.com/knightcharo/status/2021740779358892223)  2026-02-12T00:18Z [--] followers, [---] engagements


"@TimeWatchInvest @AnthonyPY_Tan @peter_oey $GRAB been working for years now trying to acquire $GOTO. The other competitors such as ShopeeFood Lineman and Xanh XM are not for sale imo. Smaller players like FoodPanda will just leave over time so why buy them out. Merchant SAAS: Ads: https://play.google.com/store/apps/detailsid=com.grab.merchant&hl=en_US https://play.google.com/store/apps/detailsid=com.grab.merchant&hl=en_US"  
[X Link](https://x.com/knightcharo/status/2022093867231961207)  2026-02-12T23:42Z [--] followers, [---] engagements


"@the_zack_zhu Something like Klook @KlookTravel would make a lot of sense to me. $GRAB's one moat is with tourists and Klook would be a great add on"  
[X Link](https://x.com/knightcharo/status/2022187623608111130)  2026-02-13T05:54Z [--] followers, [---] engagements


"@otterresearch Severly sandbagged imo. They've been achieving 20% already without Fintech kicking in. That segment is expected to go profitable later this year should give numbers a boost"  
[X Link](https://x.com/knightcharo/status/2022371029264535818)  2026-02-13T18:03Z [--] followers, [--] engagements


"@otterresearch I think $GRAB's conservative nature (low estimates never naming GoTo on an earnings call/interview vague on potential acquisitions etc.) may be due to them being sued before for underreporting driver incentives back at IPO days. They don't want to take any chances misleading"  
[X Link](https://x.com/knightcharo/status/2022672369408708857)  2026-02-14T14:00Z [--] followers, [--] engagements


"This is interesting. The longer wait times and higher prices for $GRAB could be a function of just more demand than they can handle (good problem to have). $GRAB has by far the larger driver supply but apparently still not enough. A great write up on the $GRAB thesis. Facing intense competition in Singapore. Similarly in Thailand and Indonesia. https://t.co/TO3lT17ClS A great write up on the $GRAB thesis. Facing intense competition in Singapore. Similarly in Thailand and Indonesia. https://t.co/TO3lT17ClS"  
[X Link](https://x.com/knightcharo/status/2022798111740154312)  2026-02-14T22:20Z [--] followers, [---] engagements


"@GabGrowth Your 100% right about China. Have you looked into the food delivery war between Meituan BABA and JD BABA with $20B FCF is spending $7B annually on incentives literally giving away food for free. Imagine if they deployed that amount in SEA. https://www.youtube.com/watchv=c1dyI0vaRJ0 https://www.youtube.com/watchv=c1dyI0vaRJ0"  
[X Link](https://x.com/knightcharo/status/1995875469665993032)  2025-12-02T15:19Z [--] followers, [---] engagements


"@LiorShemesh4 Great question Based on Q3 report $UBER had YoY MTU grow 17% to 189M while $GRAB MTU only grew at 14% to 48M. $UBER also had higher revenue growth of 19% vs. $GRAB's 17% in constant currency. Would love to hear @amitisinvesting chime in on this"  
[X Link](https://x.com/knightcharo/status/1995983146500882629)  2025-12-02T22:27Z [--] followers, [---] engagements


"@LiorShemesh4 @amitisinvesting I think it comes down to [--] things for $GRAB investors. The $GOTO merger happening which would increase margins for $GRAB and southeast asia's growth rate remaining high for the coming years"  
[X Link](https://x.com/knightcharo/status/1995987336606482890)  2025-12-02T22:43Z [--] followers, [---] engagements


"@MikeLongTerm Can you provide link to the official source for $1.5B for only the mobility/delivery segment of $GOTO I haven't seen this stated anywhere. On the contrary there's articles like the one below discussing how the merger would affect both fintechs. $GRAB https://www.businesstimes.com.sg/international/asean/grab-goto-merger-could-be-colossal-indonesias-fintech-hopefuls-say-analysts https://www.businesstimes.com.sg/international/asean/grab-goto-merger-could-be-colossal-indonesias-fintech-hopefuls-say-analysts"  
[X Link](https://x.com/knightcharo/status/1996241776555020478)  2025-12-03T15:35Z [--] followers, [---] engagements


"@MikeLongTerm Every article is still citing around $7B for $GOTO including the one you referenced today in your post. If this $1.5B rumor becomes market expectations and the deal happens at a much higher price then that will not be good for $GRAB stock imo. https://www.channelnewsasia.com/asia/indonesia-goto-grab-merger-business-danantara-5528216 https://www.channelnewsasia.com/asia/indonesia-goto-grab-merger-business-danantara-5528216"  
[X Link](https://x.com/knightcharo/status/1996243489659428995)  2025-12-03T15:41Z [--] followers, [---] engagements


"@the_zack_zhu This is a very interesting take. Can you help me understand the different segments that $GRAB and $SE cater to The [--] to [--] MAU difference is insane. Also how is $GRAB's delivery superior Here in US there's no difference between DoorDash and Uber Eats. It's become a commodity"  
[X Link](https://x.com/knightcharo/status/1996596738094985660)  2025-12-04T15:05Z [--] followers, [---] engagements


"If you look at $GRAB's revenue growth in constant currency it's actually even lower at 17%. $GRAB's MTU also grew at 14% much slower than $UBER's 17%. You'd think it be the other way around since $GRAB's base number is [--] times smaller. @amitisinvesting Cant see any reason to buy $GRAB over $UBER. $UBER is cheaper monetized and even grow quicker with Better margins A smaller company does not inherently guarantee higher upside potential. the company's valuation is the critical factor. https://t.co/jkfwozBi5y Cant see any reason to buy $GRAB over $UBER. $UBER is cheaper monetized and even grow"  
[X Link](https://x.com/knightcharo/status/1998037963402621260)  2025-12-08T14:32Z [--] followers, [---] engagements


"@amitisinvesting Would be interesting if $HOOD advertised on $GRABs app like what WeBull is doing"  
[X Link](https://x.com/knightcharo/status/1998042091885408732)  2025-12-08T14:48Z [--] followers, [----] engagements


"@MikeLongTerm @TheLongApe @amitisinvesting Aren't these shares acquired back in [----] and sold in the open market [--] years later so therefore not for tax purposes Am I missing something Here's Anthony's latest filing. I do agree these sales don't affect $GRAB LT but it would be nice if he bought shares like Noto did"  
[X Link](https://x.com/knightcharo/status/1998130601195630988)  2025-12-08T20:40Z [--] followers, [----] engagements


"$GRAB was flat today while $GOTO up 9% on big volume. Something's up"  
[X Link](https://x.com/knightcharo/status/1998168276992761995)  2025-12-08T23:10Z [--] followers, [----] engagements


"@GabGrowth What would happen to $SE if $BABA invested into Lazada $7B a year like they did against Meituan"  
[X Link](https://x.com/knightcharo/status/1998588584840802407)  2025-12-10T03:00Z [--] followers, [---] engagements


"@GabGrowth It sounds like $BABA is doubling down against Meituan so I doubt they will be able to make the same crazy moves in SEA"  
[X Link](https://x.com/knightcharo/status/1998605562901332040)  2025-12-10T04:07Z [--] followers, [---] engagements


"@GabGrowth BTW this has been one of the more interesting threads I've read in a while. It's good to see people are able to have a debate without getting emotional. Wish more gurus could take your approach. Props to you Gab for defending $SE in a classy way"  
[X Link](https://x.com/knightcharo/status/1998625715688976662)  2025-12-10T05:27Z [--] followers, [---] engagements


"@GabGrowth I'm curious what is your theory for why $SE wants to be in the low margin food delivery market I haven't seen any numbers but rumors are that they are using high incentives. Also do you think $SE would have been better off never entering that market and focusing on core"  
[X Link](https://x.com/knightcharo/status/1999128075217645719)  2025-12-11T14:44Z [--] followers, [---] engagements


"@GabGrowth Makes sense do you $SE has an advantage over $GRAB in that they can also deliver other goods from there warehouses Maybe one day they can even deliver food and goods together within an hour for same delivery fee"  
[X Link](https://x.com/knightcharo/status/1999138076614951405)  2025-12-11T15:23Z [--] followers, [---] engagements


"$GRAB merger with $GOTO hitting a snag.combined market share would be 90%. Monopoly Potential GrabGoTo Merger Draws Caution from Antitrust Watchdog Over Monopoly Risks https://jakartaglobe.id/tech/potential-grabgoto-merger-draws-caution-from-antitrust-watchdog-over-monopoly-risks#goog_rewarded https://jakartaglobe.id/tech/potential-grabgoto-merger-draws-caution-from-antitrust-watchdog-over-monopoly-risks#goog_rewarded"  
[X Link](https://x.com/knightcharo/status/1999213185191293029)  2025-12-11T20:22Z [--] followers, [---] engagements


"2X leveraged $GRAB ticker $GRAG debuted yesterday @amitisinvesting @GabGrowth"  
[X Link](https://x.com/knightcharo/status/1999489015062659364)  2025-12-12T14:38Z [--] followers, [----] engagements


"$GRAB "KPPU (Indonesian regulator) noted that a merger between Grab and GoTo in Indonesias ride-hailing market would exceed monopoly thresholds but the impact would depend on the final structure of the deal." https://www.techinasia.com/news/indonesia-regulator-seeks-role-in-grab-goto-merger-on-monopoly-risk $GRAB merger with $GOTO hitting a snag.combined market share would be 90%. Monopoly Potential GrabGoTo Merger Draws Caution from Antitrust Watchdog Over Monopoly Risks https://t.co/T7hClvBnfH"  
[X Link](https://x.com/knightcharo/status/1999500322159681714)  2025-12-12T15:23Z [--] followers, [---] engagements


"@GabGrowth Just to play devil's advocate: -Key man risk (Anthony holds all the gov relationships) -Persistent youth unemployment especially in Indonesia -Margin pressure from food delivery forever pricing war between $SE & $GRAB -TikTok with 460M MTU's in SEA goes into quick/food delivery"  
[X Link](https://x.com/knightcharo/status/2001308349577785443)  2025-12-17T15:07Z [--] followers, [----] engagements


"@the_zack_zhu Most US restaraunts are on DoorDash now. I think the difference is the cost. If you order here the menu is marked up by as much as 30% plus service delivery fee and tip. You mentioned it can be cheaper ordering food in China. Higher incentives in China lead to higher volumes"  
[X Link](https://x.com/knightcharo/status/2001317506024091821)  2025-12-17T15:44Z [--] followers, [--] engagements


"@omkar_jagdale @GabGrowth This is a great point. Phillipines intervened and cut $GRAB's surge pricing by 50%. How crazy is that https://www.manilatimes.net/2025/12/16/news/national/grab-50-surge-pricing-cut-could-lessen-ride-availability/2243779 https://www.manilatimes.net/2025/12/16/news/national/grab-50-surge-pricing-cut-could-lessen-ride-availability/2243779"  
[X Link](https://x.com/knightcharo/status/2001438222006784038)  2025-12-17T23:43Z [--] followers, [--] engagements


"RT @riyadosofian: 🚨 JUST IN: $GRAB Partners with Momenta to Bring AVs into Southeast Asia - In November $GRAB quietly invested in Momenta"  
[X Link](https://x.com/knightcharo/status/2001520435725586777)  2025-12-18T05:10Z [--] followers, [--] engagements


"@the_zack_zhu Do you own $GRAB"  
[X Link](https://x.com/knightcharo/status/2003126499193520132)  2025-12-22T15:32Z [--] followers, [---] engagements


"Would you guys be able to shed more color on this article $SE @GabGrowth @the_zack_zhu https://finviz.com/news/265284/ses-credit-loss-provisions-surge-is-digital-finance-growth-at-risk https://finviz.com/news/265284/ses-credit-loss-provisions-surge-is-digital-finance-growth-at-risk"  
[X Link](https://x.com/anyuser/status/2006429057811100111)  2025-12-31T18:15Z [--] followers, [---] engagements


"@vbakhshi1 Good stuff thx for posting Im curious your thoughts on $GRABs Dine Out Discovery compared to Google maps for finding restaurants I guess the discount would draw people in but is there anything else that makes it better Screenshots are always appreciated"  
[X Link](https://x.com/knightcharo/status/2006556436344557865)  2026-01-01T02:41Z [--] followers, [---] engagements


"@the_zack_zhu @GabGrowth If you had to guess do you think $SE Monee's high provision for loan losses is due to inadequate credit model loose lending standards to drive growth or the general weak economy of SE Asia I believe $GRAB is no where near these loan loss levels"  
[X Link](https://x.com/knightcharo/status/2006602901037396380)  2026-01-01T05:46Z [--] followers, [---] engagements


"@vbakhshi1 Makes sense thx for giving your perspective. Hopefully $GRAB can figure out how to get more engagement with tourists for dine out discovery"  
[X Link](https://x.com/knightcharo/status/2006603845619822655)  2026-01-01T05:50Z [--] followers, [--] engagements


"@the_zack_zhu Seems like #4 is quite the serious threat to $GRAB. Do you think $GRAB's lack of social media in their "super app" will make Dine Out Discovery irrelevant in the long-term Even $SE is leaning on social media more than ever now"  
[X Link](https://x.com/knightcharo/status/2007169013772882252)  2026-01-02T19:15Z [--] followers, [---] engagements


"@GabGrowth $GRAB deliveries looking more and more like Meituan every day"  
[X Link](https://x.com/knightcharo/status/2008910419965120886)  2026-01-07T14:35Z [--] followers, [---] engagements


"@GabGrowth How's your experiences with $GRAB's dine out discovery so far Are many people you know using it I wonder if people prefer that or TikTok for food discovery in SEA"  
[X Link](https://x.com/knightcharo/status/2009002420094029978)  2026-01-07T20:41Z [--] followers, [--] engagements


"@the_zack_zhu @GabGrowth Really interesting video on Meituan. Thank god $BABA waged war with Meituan because I don't think $GRAB would've been able to beat Meituan if they entered SEA. They already have the super app $GRAB is trying to achieve. https://www.youtube.com/watchv=TUaUf0o_MPo https://www.youtube.com/watchv=TUaUf0o_MPo"  
[X Link](https://x.com/knightcharo/status/2009282511944188294)  2026-01-08T15:14Z [--] followers, [---] engagements


"@the_zack_zhu @GabGrowth Is there a Yelp version of SEA that $GRAB can acquire or do people just use Google reviews"  
[X Link](https://x.com/knightcharo/status/2009297996526334367)  2026-01-08T16:15Z [--] followers, [---] engagements


"@GabGrowth Are you sure Xanh SM doesn't do food deliveries I've read they do it now through "Xanh Ngon." Looks like they started in July [----] in Hanoi https://thelowdown.momentum.asia/a-new-vietnamese-food-delivery-platform-tries-to-challenge-grab-shopee/ https://thelowdown.momentum.asia/a-new-vietnamese-food-delivery-platform-tries-to-challenge-grab-shopee/"  
[X Link](https://x.com/knightcharo/status/2010728013554745472)  2026-01-12T14:58Z [--] followers, [--] engagements


"@amitisinvesting @GabGrowth This is the ultimate bear thesis for $GRAB. It shows that anyone with deep pockets can take pole position in 1-2 years. What if $BABA with $20B annual cash flows enters the market Just look at Meituan's numbers how it flipped to deep red last year when $BABA entered spending $7B"  
[X Link](https://x.com/knightcharo/status/2010733235807117752)  2026-01-12T15:18Z [--] followers, [---] engagements


"@the_zack_zhu Do you think Bolt is operating at a profit considering being 30% cheaper than $GRAB"  
[X Link](https://x.com/knightcharo/status/2011123659491196966)  2026-01-13T17:10Z [--] followers, [---] engagements


"@the_zack_zhu That's interesting I do see alot of locals prefering Bolt over $GRAB as well due to same reason of lower prices. Bolt has quite the impressive list of countries they operate in over [--] countries. Calling themselves a super app as well"  
[X Link](https://x.com/knightcharo/status/2011137645817290826)  2026-01-13T18:05Z [--] followers, [---] engagements


"@Boloskkkk No clue lol. All I can think of is this is a big shake out due to $GRAB being a retail favorite. Reminds me of $SOFI before it took off"  
[X Link](https://x.com/knightcharo/status/2011548744836399449)  2026-01-14T21:19Z [--] followers, [---] engagements


"@sachinvats Since you live in SEA I was wondering if you knew anything about the general SEA economy that could be causing the market to hit $SE and $GRAB SEA countries have high growth rates but I wonder if there is any risk to it not continuing that the market is pricing in"  
[X Link](https://x.com/knightcharo/status/2011813505322926590)  2026-01-15T14:51Z [--] followers, [---] engagements


"@Ihatethelogin @sachinvats I'd say Shopee Food is a notable competitor to $GRAB which have been taking market share in Indonesia via incentives. Perhaps it is the price war that is taking them down together. Reminds me of $BABA going all out against Meituan with insane incentives"  
[X Link](https://x.com/knightcharo/status/2011823888229953970)  2026-01-15T15:32Z [--] followers, [---] engagements


"@amitisinvesting Watching to see a change of character when Q4 is announced. Every prior year they have sand bagged guidance and stock crashes. If this trend reverses then thats a good sign the dog days are over"  
[X Link](https://x.com/knightcharo/status/2011863420530995215)  2026-01-15T18:09Z [--] followers, [---] engagements


"@vbakhshi1 That's interesting how common would you say GrabPay was Like what percent of the cafes and restaurants you visited had it"  
[X Link](https://x.com/knightcharo/status/2011927673220857969)  2026-01-15T22:25Z [--] followers, [--] engagements


"@GabGrowth I agree it's actually the best one I've come across on Youtube on $GRAB"  
[X Link](https://x.com/knightcharo/status/2012176908943815114)  2026-01-16T14:55Z [--] followers, [---] engagements


"@TimeWatchInvest Thanks for posting this vid. I didn't realize the extent of how much incomes have fallen for drivers. Makes sense now why they are unionizing. They have a lot of leverage and unfortunately for $GRAB will be around forever now"  
[X Link](https://x.com/knightcharo/status/2012547022687981767)  2026-01-17T15:26Z [--] followers, [--] engagements


"@the_zack_zhu @lee_leeks @GabGrowth Just to challenge your theory.if cross selling from e-commerce to food delivery works so well how come Amazon hasn't done it (outside of groceries) Personally I log into amazon once a week but use DD 1-3 times a day. DD has been pushing other goods alot lately"  
[X Link](https://x.com/knightcharo/status/2012548306766082440)  2026-01-17T15:31Z [--] followers, [--] engagements


"@amitisinvesting It's possible we may have another 5-7 months of dog days for $GRAB if you compare to RKLB and SOFI. They both broke out of the neckline consolidation then fell for 9-12 months. GRAB's decline is only [--] months in.💀"  
[X Link](https://x.com/knightcharo/status/2012554237658517846)  2026-01-17T15:54Z [--] followers, [--] engagements


"@the_zack_zhu @lee_leeks @GabGrowth So what was the reason baba gave for doubling down in food delivery What do they get out of spending $7B in price wars"  
[X Link](https://x.com/knightcharo/status/2012570949602984051)  2026-01-17T17:01Z [--] followers, [--] engagements


"@the_zack_zhu @lee_leeks @GabGrowth Yea i think both points are influencing $BABA's decision. China is there home turf and they have to defend it at all cost"  
[X Link](https://x.com/knightcharo/status/2012610059897811406)  2026-01-17T19:36Z [--] followers, [---] engagements


"@TimeWatchInvest @sachinvats Sachin I'm curious what your thoughts are on the possibility of this since you live in SEA This would be quite the moat for $GRAB if it happens"  
[X Link](https://x.com/knightcharo/status/2012619170832392314)  2026-01-17T20:12Z [--] followers, [--] engagements


"RT @InvestNorthwise: Grabs advertising business represents a high-leverage monetization layer that improves profitability without stressin"  
[X Link](https://x.com/anyuser/status/2014555125818523870)  2026-01-23T04:25Z [--] followers, [--] engagements


"RT @AIStockSavvy: $GRAB : Bernstein trims  $. maintains Analyst backs expansion in AV grocery & fintech sees n"  
[X Link](https://x.com/knightcharo/status/2015838873583288350)  2026-01-26T17:26Z [--] followers, [--] engagements


"RT @the_zack_zhu: One of $SE & $GRAB difference is the background of the founders. It's directly impact how they think absorb informations"  
[X Link](https://x.com/knightcharo/status/2003127517713137673)  2025-12-22T15:36Z [--] followers, [--] engagements


"RT @sachinvats: Margin expansion is KEY for $GRAB if we need to leave the GROUNDHOG day routine of 4.8$-6.5$ range with most of times sitt"  
[X Link](https://x.com/knightcharo/status/2006907570091622911)  2026-01-02T01:57Z [--] followers, [--] engagements


"RT @GabGrowth: Just published my latest article: $GRAB: The [----] Thesis I recap [----] cover the bull case moving forward and also discuss"  
[X Link](https://x.com/knightcharo/status/2008624937070936232)  2026-01-06T19:41Z [--] followers, [--] engagements


"Wowzers great article Sachin Here you go on $GRAB "GRAB at the Crossroads" Scale Profitability and the Long Road from Super-App to Cash Machine https://t.co/CKq0Gh2GLu Here you go on $GRAB "GRAB at the Crossroads" Scale Profitability and the Long Road from Super-App to Cash Machine https://t.co/CKq0Gh2GLu"  
[X Link](https://x.com/knightcharo/status/2008674934202273841)  2026-01-06T22:59Z [--] followers, [--] engagements


"Incredible call for $GRAB $4.60 when we were back at $6.60. I've been waiting to buy in the same zone but for different reasons. Below $4.80 is an obvious level for a lot of retail stops to be at and I think market will take them out first before running. $GRAB We are closing in on our $4.60 target 👀 Check the quoted post because nothing has changed. Once we see this zone and hold it then this could start a new rally. If your favorite guru can't quote their posts like I do then follow someone else. https://t.co/ioA9PJhEv3 $GRAB We are closing in on our $4.60 target 👀 Check the quoted post"  
[X Link](https://x.com/knightcharo/status/2010366453334360159)  2026-01-11T15:01Z [--] followers, [---] engagements


"RT @GabGrowth: JUST IN: $GRAB to announce 4Q2025 results on 11th Feb [----] after the market close"  
[X Link](https://x.com/knightcharo/status/2011081784881221783)  2026-01-13T14:23Z [--] followers, [--] engagements


"Incredible job on this write-up Amit $ZETA has to be one of the most complex companies to understand and you broke it down beautifully. Much appreciated for all your hard work . 🙏 $ZETA deepdive: https://t.co/iQSe4vKvgR $ZETA deepdive: https://t.co/iQSe4vKvgR"  
[X Link](https://x.com/knightcharo/status/2011264381028610528)  2026-01-14T02:29Z [--] followers, [---] engagements


"After waiting many months Im starting to finally add again. Cant believe we are at prices when I started buying in November [----] but here we are. 🤷♂ $GRAB Incredible call for $GRAB $4.60 when we were back at $6.60. I've been waiting to buy in the same zone but for different reasons. Below $4.80 is an obvious level for a lot of retail stops to be at and I think market will take them out first before running. Incredible call for $GRAB $4.60 when we were back at $6.60. I've been waiting to buy in the same zone but for different reasons. Below $4.80 is an obvious level for a lot of retail stops"  
[X Link](https://x.com/knightcharo/status/2011512674774057386)  2026-01-14T18:56Z [--] followers, [---] engagements


"Enjoying your balanced views on this. At the end of the day the drivers want more pay. If all this fudging of service fees causes drivers to make the same amount you can be sure there will be a protest [---] coming. That's the last thing Prabowo wants @MikeLongTerm The Darwinian consolidation thesis is spot on. However betting on a simple 'Service Fee' loophole in Jakarta is risky. Unions are demanding a cut of the total fare this time. Also doubtful Prabowo lets a Singaporean firm kill the national champion ($GOTO) to reach 100% share. @MikeLongTerm The Darwinian consolidation thesis is spot"  
[X Link](https://x.com/knightcharo/status/2012036690530161149)  2026-01-16T05:38Z [--] followers, [--] engagements


"Around 2:30 mark explains why everyone is converging to food delivery. App usage 1-2 times a day vs. 3-4 times a month for ecommerce. This gives you more opportunity to cross sell other goods. Explains why $SE is forced into food delivery. @GabGrowth https://www.youtube.com/watchv=NCZy7PyxuII&list=LL&index=7&t=180s In eCommerce fast delivery is nice but it's super overrated and over empathize. $SE $BABA $CPNG $MELI $JD $PDD $AMZN - There are five vectors of eCommerce competition but most investors fixate on two: speed of delivery and quality of goods and services. I think it's largely"  
[X Link](https://x.com/anyuser/status/2012187065870680553)  2026-01-16T15:35Z [--] followers, [----] engagements


"This was a really eye opening article on what $GRAB can become This would actually force everyone to download the app for verification purposes. Do you know how China verifies identity Is it through a $BABA or Meituan app similar to grab's app Why Australias "Social Media Ban" is a Trojan Horse for Digital ID (And a Gift for $GRAB) https://t.co/pRpb1YSmGF https://t.co/u6WTgWCHIO Why Australias "Social Media Ban" is a Trojan Horse for Digital ID (And a Gift for $GRAB) https://t.co/pRpb1YSmGF https://t.co/u6WTgWCHIO"  
[X Link](https://x.com/anyuser/status/2012618700927451618)  2026-01-17T20:11Z [--] followers, [---] engagements


"RT @AIStockSavvy: $GRAB : BofA upgrades to maintains  $. Analyst cites strong core biz margin expansion and 55% EBITD"  
[X Link](https://x.com/anyuser/status/2013263687432155196)  2026-01-19T14:54Z [--] followers, [--] engagements


"100% agree There are people here that literally can not see [--] risk with a company they are pumping. I think that since they spent [----] hours studying a company they get over confident and married to a stock. And if someone even dares to ask a question they get triggered lol. I believe a measure of how well someone knows a business is how they express their bullishness. If someone is relentlessly bullish with no concerns at all it is often a sign they do not know the business well enough. Every business even the best (think $NVDA $MSFT $GOOGL) has I believe a measure of how well someone knows"  
[X Link](https://x.com/knightcharo/status/2013329776027803850)  2026-01-19T19:16Z [--] followers, [--] engagements


"@the_zack_zhu What would you say is missing from $GRAB's app that these these chinese super apps have I always thought they were missing a social media or communication component. It needs something that keeps people on the app. not just open order dinner and close app"  
[X Link](https://x.com/knightcharo/status/2014708079208849499)  2026-01-23T14:33Z [--] followers, [---] engagements


"@the_zack_zhu Isnt the high DAU due to Coupang having restaurants food delivery and the others dont https://youtu.be/fBO6w75jwAYsi=LUYT3EqYuqZr6np4 https://youtu.be/fBO6w75jwAYsi=LUYT3EqYuqZr6np4"  
[X Link](https://x.com/knightcharo/status/2014911155953975405)  2026-01-24T04:00Z [--] followers, [---] engagements


"💯 https://t.co/4knruN2wqX https://t.co/4knruN2wqX"  
[X Link](https://x.com/knightcharo/status/2015261436835201169)  2026-01-25T03:12Z [--] followers, [---] engagements


"RT @the_zack_zhu: Momentum Works [----] food-delivery reports are out In [----] $GRAB continues to dominate the market with $SE ShopeeFoo"  
[X Link](https://x.com/knightcharo/status/2016386105508298977)  2026-01-28T05:41Z [--] followers, [--] engagements


"nice summary 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 [----] https://t.co/as784T251o 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 2025"  
[X Link](https://x.com/knightcharo/status/2016514754685378702)  2026-01-28T14:12Z [--] followers, [--] engagements


"@GabGrowth Took them only [--] years to get ahead of $GRAB in mobility so lets see where they take food in a year. They only just started [--] months ago in Hanoi and HCMC with plans to expand. User acquisition will be very low for them now they are the leading ride hailing app"  
[X Link](https://x.com/knightcharo/status/2017313215022264423)  2026-01-30T19:05Z [--] followers, [---] engagements


"@the_zack_zhu It's really hard to vision what you are experiencing. Do you have any screenshots of $BABA's food delivery experience Would be helpful to see where $GRAB can improve its app"  
[X Link](https://x.com/knightcharo/status/2018691530559520916)  2026-02-03T14:22Z [--] followers, [---] engagements


"Never ending competition for $GRAB 1/2 $GRAB at these rates is a gift for retail to accumulate. Signs do point to international plays for [----]. As a side note my gf lives in the Philippines and she told me that recently a new app has encroached on $GRABs territory by offering lower prices. 1/2 $GRAB at these rates is a gift for retail to accumulate. Signs do point to international plays for [----]. As a side note my gf lives in the Philippines and she told me that recently a new app has encroached on $GRABs territory by offering lower prices"  
[X Link](https://x.com/knightcharo/status/2019095804821270917)  2026-02-04T17:08Z [--] followers, [--] engagements

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