[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@GabGrowth](/creator/twitter/GabGrowth) "$FIG IPOs next week Its looking to sell 37M shares between $25-28 ($14.6-$16.4B) Remember $ADBE tried to buy it for $20B This is probably going to $50"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947543545163735255) 2025-07-22 06:25:39 UTC 14.8K followers, 5902 engagements "@riyadosofian Need Sydney Sweeney to boost that testosterone"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1949015963296563498) 2025-07-26 07:56:31 UTC 14.8K followers, XXX engagements "This wont be popular. But yes everyone should visit China and check it out for themselves. No it isnt perfect no country is but at least youll be able to learn for yourself if youre being fed truths or lies"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948283540136661482) 2025-07-24 07:26:07 UTC 14.8K followers, 4124 engagements "What are your X favourite EM stocks Ill start: - $SE - $MELI - $GRAB X are at a bit of a discount today btw"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943345515816718629) 2025-07-10 16:24:11 UTC 14.8K followers, 14.9K engagements "$GRAB GrabMart Most people likely arent familiar with this segment because Grab doesnt break it out clearly in its financial reports. However it is one of the highest potential segments due to SEAs inherent characteristics: 🧵👇 GrabMart was first piloted under GrabFood in Nov 2019. When COVID hit in 2020 GrabMart was perfectly positioned to capitalise on the demand. From April to Sept 2020 it grew XX% week-on-week. (You read that right) A key driver of this was GrabFood with XX% of GrabMart users directly onboarded through GrabFood. GrabMart managed to scale effortlessly due to their"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948021316290039987) 2025-07-23 14:04:08 UTC 14.8K followers, 17.6K engagements "This one runs through all the key verticals and main players that $GRAB could acquire:"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948710889936286027) 2025-07-25 11:44:16 UTC 14.8K followers, 1585 engagements "Heads or Tails $GRAB wins. If $GRAB does indeed decide not go ahead with buying $GOTO there are a multitude of value-accretive acquisitions they could go for. $8B in cash can buy you pretty much the top player in any of $GRAB's verticals. Also key to note liquidity has been hard to achieve for many of Southeast Asias startups and an acquisition may be the only way out for many of them"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948776626130670010) 2025-07-25 16:05:28 UTC 14.8K followers, 6901 engagements "They announced it in the April Product Day and released it in May havent had any specific metrics disclosed thus far But it has been heavily advertised and ties it closely with X acquisitions they made in the past X years (Chope the leading restaurant reservation app in SEA and HungryGoWhere the leading food discovery website in Singapore). Theyve been offering 15-20% off with thousands of restaurants (especially in Singapore) and Ive used the product very seamless"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1949746338674942226) 2025-07-28 08:18:46 UTC 14.8K followers, XX engagements "Homework for the next week: $NBIS $CPNG (again) $LMND Share some tickers you think I might love"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1923938391789629530) 2025-05-18 03:07:12 UTC 14.8K followers, 23.1K engagements "$GRAB GrabMart TLDR; GrabMart could be a $2B EBITDA business by 2030 (4x 2025s Group EBITDA) - This is due to SEAs home-cooking culture vertical integration ($AMZN playbook) expansion into quick-commerce. Ad business will drive lots of this"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948063376137175147) 2025-07-23 16:51:16 UTC 14.8K followers, 5517 engagements "Lets talk about $GRAB GrabAds. $216M run-rate business growing XX% YoY. I believe this could be the greatest contributor to Grabs bottom-line within the next X years. 🧵👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947346298950095348) 2025-07-21 17:21:52 UTC 14.8K followers, 14.2K engagements "I find it hard to see shareholders losing money on $DLO The business currently trades at $XX ($3.2B market cap). It has grown EPS from $XXXX in 2020 to $XXXX today. It trades at just 22x PE and the market is basically assuming the business doesn't grow EPS moving forward. More importantly because it acts as a toll-bridge it has consistently high margins and consistent profits with minimal capital outlay required. That is why the business issued a special dividend of $XXXXX in May and plans to give XX% of FCF as dividends from 2026 onwards. Management is literally saying: "We don't need all"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948374958134231353) 2025-07-24 13:29:23 UTC 14.8K followers, 7971 engagements "Moats are the first thing an investor learns and the last thing they understand"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1949083061154730034) 2025-07-26 12:23:08 UTC 14.8K followers, 2252 engagements "Crypto saw its largest ever weekly inflows last week. YTD inflows are now at $27B pushing AUM to a record $220B"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947210122973028662) 2025-07-21 08:20:45 UTC 14.8K followers, 1623 engagements "How dominant is $GRAB in SEA you ask This driver works for $GOTO Gojek but Grab Driver was used in the title instead because thats what people recognise. Mindshare at its best"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945725663522275685) 2025-07-17 06:02:02 UTC 14.8K followers, 4380 engagements "$TSM with XX% YoY revenue growth for 1H25 and XXXX% YoY for June. A secular winner and a stalwart position in my portfolio. Have done a deep dive on the business will link below 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943255655806013529) 2025-07-10 10:27:06 UTC 14.8K followers, 2395 engagements "In my opinion $GRAB does have one big and obvious overhang on the stock. What does it plan to do with the $8B in cash Assuming $GOTO acquisition is off the table (which increasingly looks like the case) they either do a massive buyback or a series of smaller acquisitions"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946142504384184424) 2025-07-18 09:38:25 UTC 14.8K followers, 7656 engagements "Meituan just hit 120M daily delivery orders 🤯 The scale in China is just incredible"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1941723707275378825) 2025-07-06 04:59:41 UTC 14.8K followers, 2700 engagements "$GRAB Grab switching to Temporal for its backend architecture is old news. On 12th Dec 2024 Grab posted on its engineering blog about the change"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947457415647269162) 2025-07-22 00:43:24 UTC 14.8K followers, 9546 engagements "$GRAB Grab and its Filipino subsidiary Move It has launched a typhoon relief campaign. We see ourselves not just as a technology provider but as a partner to the nation one that responds supports and stands alongside Filipinos in times of great need"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948284924093501480) 2025-07-24 07:31:37 UTC 14.8K followers, 10.7K engagements "@Unravel_2000 You make a great point which is likely why online grocery penetration is still low since the older generation are the ones cooking now. The younger gen have zero patience for that or even the know how 🤣 So i expect that to be a tailwind"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948172180979917094) 2025-07-24 00:03:37 UTC 14.8K followers, XXX engagements "$GRAB If you want to know anything and everything about $GRAB in one place I have XX articles on various segments of the business. Check it out for free link below 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947483046627901447) 2025-07-22 02:25:15 UTC 14.8K followers, 10.4K engagements "I often study businesses that I may not necessarily invest in for various reasons (valuation riskreward etc) It may be considered a waste of time for many but all Im looking for is that one key takeaway that could help me in finding/avoiding the next great/bad investment"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948925806261993656) 2025-07-26 01:58:16 UTC 14.8K followers, 2442 engagements "$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"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947451860983685299) 2025-07-22 00:21:20 UTC 14.8K followers, 14.1K engagements "$GRAB One of the most common questions I get about the stock: What options do I buy What expiry What strike Thats probably because the stock trades around $X. Low enough for investors to fantasise about turning cheap calls into 510x gains on a 2x move. (I love the idea too) The further OTM you go the higher the leverage. And since its a $X stock people throw out wild price targets like $50-$100. I think thats a possibility if not a probability but in the long term not a short 2-3 year time frame. Lets not forget this is a $21B market cap company. As ive shared before I own $GRAB stock ONLY. I"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946714119954223584) 2025-07-19 23:29:49 UTC 14.8K followers, 13.7K engagements "$GRAB Maybank foresees Grabs GMV and Loan-Book growth to accelerate in Q2. It expects Grabs on-demand GMV to grow XX% YoY XX% QoQ in Q2 driven by Grabs affordability push"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947257071868497965) 2025-07-21 11:27:18 UTC 14.8K followers, 17.9K engagements "@luffy_g5 Are you a time traveller Jk Im XXX% stock as ive always been and advocated for"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946233969462394918) 2025-07-18 15:41:52 UTC 14.8K followers, XXX engagements "This one runs through the potential targets based on extrapolating $GRAB's XX prior acquisitions:"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948710886245273634) 2025-07-25 11:44:15 UTC 14.8K followers, 1619 engagements "$CPNG 52-WEEK HIGH And in my opinion just getting started. Link below to my Coupang Article 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945147753384042882) 2025-07-15 15:45:38 UTC 14.8K followers, 2813 engagements "CAGR since Inception: $AMZN: XXXX% $MELI: XXXX% $SE: XXXX% Elite E-Commerce Businesses"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945455333998227574) 2025-07-16 12:07:51 UTC 14.8K followers, 2709 engagements "10 STOCKS UNAFFECTED BY TARIFFS: 1) $MSFT Microsoft 2) $FICO Fair Isaac Corporation 3) $ICE Intercontinental Exchange 4) $SPGI S&P Global 5) $NFLX Netflix 6) $SPOT Spotify 7) $CRWD CrowdStrike 8) $CME CME Group 9) $DUOL Duolingo 10) $BKNG Booking Holdings"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1914317115961884914) 2025-04-21 13:55:41 UTC 14.8K followers, 4569 engagements "@riyadosofian Yeah i remember seeing that DBS maintained its buy rating but perhaps Moomoo has updated data"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948711018009420051) 2025-07-25 11:44:46 UTC 14.8K followers, XXX engagements "On Cyclicality & Holding Periods (with regards to $HOOD & $COIN): My favourite holding period is forever. However that simply isnt possible with cyclical businesses. The traditional cyclical sectors include oil&gas homebuilders automobiles semiconductors etc However in recent times the most obviously cyclical industry has been cryptocurrencies. Two of my key holdings happen to fall into that category: $HOOD $COIN I believe both of these businesses are generational type businesses (yes I know that name gets thrown around way too easily but i truly believe they are). They have mission driven"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946537435615363475) 2025-07-19 11:47:44 UTC 14.8K followers, 3991 engagements "The $OPEN sample size of $CVNA is incredible"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948304218017648909) 2025-07-24 08:48:17 UTC 14.8K followers, 2244 engagements "6 days to the $GRAB earnings report I would love to hear some management commentary on what they plan to do with the $8B cash. IMO top of mind should be acquisitions to solidify its market-leading position. I wrote a list of potential acquisitions that I will link to below 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948710882336268587) 2025-07-25 11:44:14 UTC 14.8K followers, 12.4K engagements "@noobking42069 @SixSigmaCapital Not an argument against diversification. I like to stay relatively concentrated too but a position being up 12x means nothing. What is your portfolio performance Show proof of gfy"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948906207403819144) 2025-07-26 00:40:23 UTC 14.8K followers, XX engagements "@oatmilk242 I like $GRAB $DLO at these prices. I cant lie I dont see tons of value elsewhere. Maybe im just not putting in enough work"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946089197166907458) 2025-07-18 06:06:35 UTC 14.8K followers, XXX engagements "@zoomyzoomm $WMT generates more revenue than: $NVDA $AAPL $MSFT $TSLA $GOOGL $META $AVGO $TSM And yet has a market cap smaller than all of them. 🤯"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946737927096287439) 2025-07-20 01:04:25 UTC 14.8K followers, XXX engagements "Some context for shareholders of $GRAB $SE who may be concerned about the recent Thailand-Cambodia skirmish. Feel free to ask any follow-up questions as it could be concerning for investors who live outside the region"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1949465538855575596) 2025-07-27 13:42:58 UTC 14.8K followers, 3283 engagements "This quote from Pedro Arnt about his time at $MELI explains it imo: Because you dont have the kind of absolutely widespread digital adoption that you already have in the developed world you almost have a benefit when youre growing and scaling out your companies. I remember investors would always bitch at us and be like: Why arent you growing XXX% year on year youre only growing at 40%. And the answer was always the market isnt growing that fast. But on the other hand were not going to run out of expanding addressable market to paper over our mistakes in three years. We have a XX or XX year"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946395160692322424) 2025-07-19 02:22:23 UTC 14.8K followers, XXX engagements "The two countries have had conflicts for centuries and the recent fight was related to a leaked phone call between the ex Cambodia PM and current Thai PM. Both families had been allies for decades but the Cambodian family leaked the phone call for financial reasons (related to Casino approval in Thailand) and now relations are totally over. I do think there is a slight chance of an escalation but because Thailand is a much larger country i think it will likely be a quick war if any. In terms of impact to $SE $GRAB Cambodia is a negligible market for both while Thailand is a tier X market."  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1949417359346966911) 2025-07-27 10:31:31 UTC 14.8K followers, 3912 engagements "Feels like if I do a deep dive on $GRAB now and explain my thesis it could exceed 20000 words. Pain"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945648267494396003) 2025-07-17 00:54:30 UTC 14.8K followers, 28.3K engagements "@SixSigmaCapital @noobking42069 LOL mr noobking with a one position up 12x flex 🤣 Individual positions are unimportant and not a measure of performance. All that matters is portfolio performance as a whole. Downside is also arguably as important as upside in portfolio management"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948895974140903763) 2025-07-25 23:59:43 UTC 14.8K followers, XXX engagements "@TacticzH It looked pretty likely about X months ago but things seem to have stalled recently due to X key issues: - Indonesian government put under pressure by citizens to block a potential monopoly - $GOTO was recently investigated for a $610M potential fraud case involving its ex CEO"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946934902211117326) 2025-07-20 14:07:07 UTC 14.8K followers, XXX engagements "2/ How does GrabAds work Firstly you need to understand that Grabs merchant base is overwhelmingly made up of micro small and medium enterprises (MSMEs) These are hawker-stall owners family bakeries neighbourhood minimarts. They are not savvy at all. Hence $GRAB has built in an incredibly simplified system allowing merchants to create ads within X minutes with built-in automation to avoid complexity"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947346323151401122) 2025-07-21 17:21:58 UTC 14.8K followers, XXX engagements "Wow Didnt realise Uber trades at $4400 today. It is now a $9.2T business 👀👀"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946425889346248969) 2025-07-19 04:24:29 UTC 14.8K followers, 4054 engagements "One of the more underrated segments of Grab is GrabAds. In Q4 2024 GrabAds grew XX% YoY and was pacing at an annualised $216M run-rate. Ads are a hugely profitable business and will be a crucial contributor to the bottom-line in the years to come"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1929873915729662163) 2025-06-03 12:12:51 UTC 14.8K followers, 15.8K engagements "Respect where it is due $BTC is up 1475x since this call"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1949113451521155451) 2025-07-26 14:23:54 UTC 14.8K followers, 2818 engagements "Really excited for earnings season. Will be watching these names particularly closely: $CPNG $HIMS $GRAB $DLO $HOOD $DUOL $OSCR $CAVA Any that stand out for yall"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945862455953125785) 2025-07-17 15:05:36 UTC 14.8K followers, 3665 engagements "Almost done with my $DLO deep dive. Took a lot more time than expected but I think its now a piece I feel confident will be helpful for both new and experienced investors. Should be out in the next 24-36 hours"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944348331804618785) 2025-07-13 10:49:01 UTC 14.8K followers, 8080 engagements "Im just saying i called it $AEO $CROX next"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948227342964310401) 2025-07-24 03:42:49 UTC 14.8K followers, 3507 engagements "@LogicalThesis Agree quality stocks usually dont fall into the cheap category unless there is a fundamental change. $FICO good example"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947537002087518465) 2025-07-22 05:59:39 UTC 14.8K followers, XXX engagements "@amitisinvesting Oh so thats why $grab pumped"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947506689567297692) 2025-07-22 03:59:12 UTC 14.8K followers, 4046 engagements "New Article just dropped BULLISH ON FAT FUCKS Enjoy the read link below 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946217594060673479) 2025-07-18 14:36:48 UTC 14.8K followers, 2925 engagements "Not arguing against that $ETH will have majority of the TVL. But $SOL beats it on DEX volumes which is remarkable considering it has a small fraction of the TVL. More use cases and activity is happening on $SOL and it shows in developer activity too. Would suggest listening to mert from lightspeed too (podcast) to understand the $SOL bull case"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946021913211650412) 2025-07-18 01:39:14 UTC 14.8K followers, XX engagements "I discussed a series of smaller acquisitions $GRAB could potentially do along with my personal thoughts. ALL DATA-BASED as usual"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946144116640985495) 2025-07-18 09:44:49 UTC 14.8K followers, 2536 engagements "Bullish on fat fucks $GRAB Human nature is such that we all get lazier as we get richer bet on the businesses that get rich at our expense"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944609559164977364) 2025-07-14 04:07:02 UTC 14.8K followers, 18.7K engagements "$GRAB Supporting the children of their Driver & Delivery-Partners Here is one of the recipients of their $10000 bond-free scholarship"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948241284608508396) 2025-07-24 04:38:13 UTC 14.8K followers, 8099 engagements "Exciting week of earnings ahead Portfolio: $HOOD $COIN $AMZN $GRAB Watching: $META $MSFT $IOT $SPOT"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1949379494374228304) 2025-07-27 08:01:03 UTC 14.8K followers, 4469 engagements "Its true that the majority of my investments are in the US stock market. However many of the businesses I own are from outside the US: $SE Sea Limited (Singapore) $GRAB Grab Holdings (Singapore) $TSM Taiwan Semiconductor (Taiwan) $MELI Mercado Libre (Argentina) $CPNG Coupang (South Korea) Next on my list of potential stocks is: $DLO which hails from Uruguay Deep Dive coming"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1941117744247918946) 2025-07-04 12:51:49 UTC 14.8K followers, 17.2K engagements "@MktMavPro Investing in low share price businesses thinking they are cheap is the biggest mistake that early investors make"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946738759317483924) 2025-07-20 01:07:43 UTC 14.8K followers, XXX engagements "Seems $HOOD users are getting early access to the $FIG IPO @vladtenev"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947614614482796835) 2025-07-22 11:08:03 UTC 14.8K followers, 3270 engagements "@riyadosofian I missed this Where did you find it"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948708697712083385) 2025-07-25 11:35:33 UTC 14.8K followers, XXX engagements "Im biased BUT the $GRAB chart genuinely looks incredible. We had a stage X breakout after X years. Now a stage X breakout after X months. I see some pretty clear catalysts in the coming months too"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946927406478209138) 2025-07-20 13:37:20 UTC 14.8K followers, 18.3K engagements "@wolfofharcourt Yep its really huge. Wechat is literally the most important app for Chinese consumers (those who have been to China can attest payments is insanely smooth there). In China Wechat is used to book everything rides flights hotels trains etc"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947959867227980277) 2025-07-23 09:59:58 UTC 14.8K followers, XXX engagements "@wolfofharcourt $GRAB has virtually copied every product from $UBER by virtue of being 2nd and Ubers incredible execution + attention to detail. But it seems Grab was first to the Dine Out product interesting"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1949744037717840237) 2025-07-28 08:09:37 UTC 14.8K followers, XXX engagements "Firstly how convenient to have your starting point at the literal covid bottom negating the point that Six Sigma had of protecting downside. Secondly its clear to see you are terrible at preventing downside judging by your performance curve. Your returns are entirely a measure of outperformance in the past X months of a raging bull market. Your performance is unlikely to last but i wish you all the best"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948910081225228613) 2025-07-26 00:55:47 UTC 14.8K followers, XX engagements "$CPNG hit 52-week highs again on Friday. Its an incredibly under the radar business just the way I like it. It also just rebranded its cloud computing business yet another vertical. Check out my thesis below 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947230691374006454) 2025-07-21 09:42:29 UTC 14.8K followers, 3443 engagements "$GRAB Broke out of the X month long resistance perhaps we're ready to go higher from here Earnings in X weeks (30th July)"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946139972526104779) 2025-07-18 09:28:21 UTC 14.8K followers, 14.7K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@GabGrowth
"$FIG IPOs next week Its looking to sell 37M shares between $25-28 ($14.6-$16.4B) Remember $ADBE tried to buy it for $20B This is probably going to $50"
@GabGrowth on X 2025-07-22 06:25:39 UTC 14.8K followers, 5902 engagements
"@riyadosofian Need Sydney Sweeney to boost that testosterone" @GabGrowth on X 2025-07-26 07:56:31 UTC 14.8K followers, XXX engagements
"This wont be popular. But yes everyone should visit China and check it out for themselves. No it isnt perfect no country is but at least youll be able to learn for yourself if youre being fed truths or lies" @GabGrowth on X 2025-07-24 07:26:07 UTC 14.8K followers, 4124 engagements
"What are your X favourite EM stocks Ill start: - $SE - $MELI - $GRAB X are at a bit of a discount today btw" @GabGrowth on X 2025-07-10 16:24:11 UTC 14.8K followers, 14.9K engagements
"$GRAB GrabMart Most people likely arent familiar with this segment because Grab doesnt break it out clearly in its financial reports. However it is one of the highest potential segments due to SEAs inherent characteristics: 🧵👇 GrabMart was first piloted under GrabFood in Nov 2019. When COVID hit in 2020 GrabMart was perfectly positioned to capitalise on the demand. From April to Sept 2020 it grew XX% week-on-week. (You read that right) A key driver of this was GrabFood with XX% of GrabMart users directly onboarded through GrabFood. GrabMart managed to scale effortlessly due to their" @GabGrowth on X 2025-07-23 14:04:08 UTC 14.8K followers, 17.6K engagements
"This one runs through all the key verticals and main players that $GRAB could acquire:" @GabGrowth on X 2025-07-25 11:44:16 UTC 14.8K followers, 1585 engagements
"Heads or Tails $GRAB wins. If $GRAB does indeed decide not go ahead with buying $GOTO there are a multitude of value-accretive acquisitions they could go for. $8B in cash can buy you pretty much the top player in any of $GRAB's verticals. Also key to note liquidity has been hard to achieve for many of Southeast Asias startups and an acquisition may be the only way out for many of them" @GabGrowth on X 2025-07-25 16:05:28 UTC 14.8K followers, 6901 engagements
"They announced it in the April Product Day and released it in May havent had any specific metrics disclosed thus far But it has been heavily advertised and ties it closely with X acquisitions they made in the past X years (Chope the leading restaurant reservation app in SEA and HungryGoWhere the leading food discovery website in Singapore). Theyve been offering 15-20% off with thousands of restaurants (especially in Singapore) and Ive used the product very seamless" @GabGrowth on X 2025-07-28 08:18:46 UTC 14.8K followers, XX engagements
"Homework for the next week: $NBIS $CPNG (again) $LMND Share some tickers you think I might love" @GabGrowth on X 2025-05-18 03:07:12 UTC 14.8K followers, 23.1K engagements
"$GRAB GrabMart TLDR; GrabMart could be a $2B EBITDA business by 2030 (4x 2025s Group EBITDA) - This is due to SEAs home-cooking culture vertical integration ($AMZN playbook) expansion into quick-commerce. Ad business will drive lots of this" @GabGrowth on X 2025-07-23 16:51:16 UTC 14.8K followers, 5517 engagements
"Lets talk about $GRAB GrabAds. $216M run-rate business growing XX% YoY. I believe this could be the greatest contributor to Grabs bottom-line within the next X years. 🧵👇" @GabGrowth on X 2025-07-21 17:21:52 UTC 14.8K followers, 14.2K engagements
"I find it hard to see shareholders losing money on $DLO The business currently trades at $XX ($3.2B market cap). It has grown EPS from $XXXX in 2020 to $XXXX today. It trades at just 22x PE and the market is basically assuming the business doesn't grow EPS moving forward. More importantly because it acts as a toll-bridge it has consistently high margins and consistent profits with minimal capital outlay required. That is why the business issued a special dividend of $XXXXX in May and plans to give XX% of FCF as dividends from 2026 onwards. Management is literally saying: "We don't need all" @GabGrowth on X 2025-07-24 13:29:23 UTC 14.8K followers, 7971 engagements
"Moats are the first thing an investor learns and the last thing they understand" @GabGrowth on X 2025-07-26 12:23:08 UTC 14.8K followers, 2252 engagements
"Crypto saw its largest ever weekly inflows last week. YTD inflows are now at $27B pushing AUM to a record $220B" @GabGrowth on X 2025-07-21 08:20:45 UTC 14.8K followers, 1623 engagements
"How dominant is $GRAB in SEA you ask This driver works for $GOTO Gojek but Grab Driver was used in the title instead because thats what people recognise. Mindshare at its best" @GabGrowth on X 2025-07-17 06:02:02 UTC 14.8K followers, 4380 engagements
"$TSM with XX% YoY revenue growth for 1H25 and XXXX% YoY for June. A secular winner and a stalwart position in my portfolio. Have done a deep dive on the business will link below 👇" @GabGrowth on X 2025-07-10 10:27:06 UTC 14.8K followers, 2395 engagements
"In my opinion $GRAB does have one big and obvious overhang on the stock. What does it plan to do with the $8B in cash Assuming $GOTO acquisition is off the table (which increasingly looks like the case) they either do a massive buyback or a series of smaller acquisitions" @GabGrowth on X 2025-07-18 09:38:25 UTC 14.8K followers, 7656 engagements
"Meituan just hit 120M daily delivery orders 🤯 The scale in China is just incredible" @GabGrowth on X 2025-07-06 04:59:41 UTC 14.8K followers, 2700 engagements
"$GRAB Grab switching to Temporal for its backend architecture is old news. On 12th Dec 2024 Grab posted on its engineering blog about the change" @GabGrowth on X 2025-07-22 00:43:24 UTC 14.8K followers, 9546 engagements
"$GRAB Grab and its Filipino subsidiary Move It has launched a typhoon relief campaign. We see ourselves not just as a technology provider but as a partner to the nation one that responds supports and stands alongside Filipinos in times of great need" @GabGrowth on X 2025-07-24 07:31:37 UTC 14.8K followers, 10.7K engagements
"@Unravel_2000 You make a great point which is likely why online grocery penetration is still low since the older generation are the ones cooking now. The younger gen have zero patience for that or even the know how 🤣 So i expect that to be a tailwind" @GabGrowth on X 2025-07-24 00:03:37 UTC 14.8K followers, XXX engagements
"$GRAB If you want to know anything and everything about $GRAB in one place I have XX articles on various segments of the business. Check it out for free link below 👇" @GabGrowth on X 2025-07-22 02:25:15 UTC 14.8K followers, 10.4K engagements
"I often study businesses that I may not necessarily invest in for various reasons (valuation riskreward etc) It may be considered a waste of time for many but all Im looking for is that one key takeaway that could help me in finding/avoiding the next great/bad investment" @GabGrowth on X 2025-07-26 01:58:16 UTC 14.8K followers, 2442 engagements
"$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" @GabGrowth on X 2025-07-22 00:21:20 UTC 14.8K followers, 14.1K engagements
"$GRAB One of the most common questions I get about the stock: What options do I buy What expiry What strike Thats probably because the stock trades around $X. Low enough for investors to fantasise about turning cheap calls into 510x gains on a 2x move. (I love the idea too) The further OTM you go the higher the leverage. And since its a $X stock people throw out wild price targets like $50-$100. I think thats a possibility if not a probability but in the long term not a short 2-3 year time frame. Lets not forget this is a $21B market cap company. As ive shared before I own $GRAB stock ONLY. I" @GabGrowth on X 2025-07-19 23:29:49 UTC 14.8K followers, 13.7K engagements
"$GRAB Maybank foresees Grabs GMV and Loan-Book growth to accelerate in Q2. It expects Grabs on-demand GMV to grow XX% YoY XX% QoQ in Q2 driven by Grabs affordability push" @GabGrowth on X 2025-07-21 11:27:18 UTC 14.8K followers, 17.9K engagements
"@luffy_g5 Are you a time traveller Jk Im XXX% stock as ive always been and advocated for" @GabGrowth on X 2025-07-18 15:41:52 UTC 14.8K followers, XXX engagements
"This one runs through the potential targets based on extrapolating $GRAB's XX prior acquisitions:" @GabGrowth on X 2025-07-25 11:44:15 UTC 14.8K followers, 1619 engagements
"$CPNG 52-WEEK HIGH And in my opinion just getting started. Link below to my Coupang Article 👇" @GabGrowth on X 2025-07-15 15:45:38 UTC 14.8K followers, 2813 engagements
"CAGR since Inception: $AMZN: XXXX% $MELI: XXXX% $SE: XXXX% Elite E-Commerce Businesses" @GabGrowth on X 2025-07-16 12:07:51 UTC 14.8K followers, 2709 engagements
"10 STOCKS UNAFFECTED BY TARIFFS: 1) $MSFT Microsoft 2) $FICO Fair Isaac Corporation 3) $ICE Intercontinental Exchange 4) $SPGI S&P Global 5) $NFLX Netflix 6) $SPOT Spotify 7) $CRWD CrowdStrike 8) $CME CME Group 9) $DUOL Duolingo 10) $BKNG Booking Holdings" @GabGrowth on X 2025-04-21 13:55:41 UTC 14.8K followers, 4569 engagements
"@riyadosofian Yeah i remember seeing that DBS maintained its buy rating but perhaps Moomoo has updated data" @GabGrowth on X 2025-07-25 11:44:46 UTC 14.8K followers, XXX engagements
"On Cyclicality & Holding Periods (with regards to $HOOD & $COIN): My favourite holding period is forever. However that simply isnt possible with cyclical businesses. The traditional cyclical sectors include oil&gas homebuilders automobiles semiconductors etc However in recent times the most obviously cyclical industry has been cryptocurrencies. Two of my key holdings happen to fall into that category: $HOOD $COIN I believe both of these businesses are generational type businesses (yes I know that name gets thrown around way too easily but i truly believe they are). They have mission driven" @GabGrowth on X 2025-07-19 11:47:44 UTC 14.8K followers, 3991 engagements
"The $OPEN sample size of $CVNA is incredible" @GabGrowth on X 2025-07-24 08:48:17 UTC 14.8K followers, 2244 engagements
"6 days to the $GRAB earnings report I would love to hear some management commentary on what they plan to do with the $8B cash. IMO top of mind should be acquisitions to solidify its market-leading position. I wrote a list of potential acquisitions that I will link to below 👇" @GabGrowth on X 2025-07-25 11:44:14 UTC 14.8K followers, 12.4K engagements
"@noobking42069 @SixSigmaCapital Not an argument against diversification. I like to stay relatively concentrated too but a position being up 12x means nothing. What is your portfolio performance Show proof of gfy" @GabGrowth on X 2025-07-26 00:40:23 UTC 14.8K followers, XX engagements
"@oatmilk242 I like $GRAB $DLO at these prices. I cant lie I dont see tons of value elsewhere. Maybe im just not putting in enough work" @GabGrowth on X 2025-07-18 06:06:35 UTC 14.8K followers, XXX engagements
"@zoomyzoomm $WMT generates more revenue than: $NVDA $AAPL $MSFT $TSLA $GOOGL $META $AVGO $TSM And yet has a market cap smaller than all of them. 🤯" @GabGrowth on X 2025-07-20 01:04:25 UTC 14.8K followers, XXX engagements
"Some context for shareholders of $GRAB $SE who may be concerned about the recent Thailand-Cambodia skirmish. Feel free to ask any follow-up questions as it could be concerning for investors who live outside the region" @GabGrowth on X 2025-07-27 13:42:58 UTC 14.8K followers, 3283 engagements
"This quote from Pedro Arnt about his time at $MELI explains it imo: Because you dont have the kind of absolutely widespread digital adoption that you already have in the developed world you almost have a benefit when youre growing and scaling out your companies. I remember investors would always bitch at us and be like: Why arent you growing XXX% year on year youre only growing at 40%. And the answer was always the market isnt growing that fast. But on the other hand were not going to run out of expanding addressable market to paper over our mistakes in three years. We have a XX or XX year" @GabGrowth on X 2025-07-19 02:22:23 UTC 14.8K followers, XXX engagements
"The two countries have had conflicts for centuries and the recent fight was related to a leaked phone call between the ex Cambodia PM and current Thai PM. Both families had been allies for decades but the Cambodian family leaked the phone call for financial reasons (related to Casino approval in Thailand) and now relations are totally over. I do think there is a slight chance of an escalation but because Thailand is a much larger country i think it will likely be a quick war if any. In terms of impact to $SE $GRAB Cambodia is a negligible market for both while Thailand is a tier X market." @GabGrowth on X 2025-07-27 10:31:31 UTC 14.8K followers, 3912 engagements
"Feels like if I do a deep dive on $GRAB now and explain my thesis it could exceed 20000 words. Pain" @GabGrowth on X 2025-07-17 00:54:30 UTC 14.8K followers, 28.3K engagements
"@SixSigmaCapital @noobking42069 LOL mr noobking with a one position up 12x flex 🤣 Individual positions are unimportant and not a measure of performance. All that matters is portfolio performance as a whole. Downside is also arguably as important as upside in portfolio management" @GabGrowth on X 2025-07-25 23:59:43 UTC 14.8K followers, XXX engagements
"@TacticzH It looked pretty likely about X months ago but things seem to have stalled recently due to X key issues: - Indonesian government put under pressure by citizens to block a potential monopoly - $GOTO was recently investigated for a $610M potential fraud case involving its ex CEO" @GabGrowth on X 2025-07-20 14:07:07 UTC 14.8K followers, XXX engagements
"2/ How does GrabAds work Firstly you need to understand that Grabs merchant base is overwhelmingly made up of micro small and medium enterprises (MSMEs) These are hawker-stall owners family bakeries neighbourhood minimarts. They are not savvy at all. Hence $GRAB has built in an incredibly simplified system allowing merchants to create ads within X minutes with built-in automation to avoid complexity" @GabGrowth on X 2025-07-21 17:21:58 UTC 14.8K followers, XXX engagements
"Wow Didnt realise Uber trades at $4400 today. It is now a $9.2T business 👀👀" @GabGrowth on X 2025-07-19 04:24:29 UTC 14.8K followers, 4054 engagements
"One of the more underrated segments of Grab is GrabAds. In Q4 2024 GrabAds grew XX% YoY and was pacing at an annualised $216M run-rate. Ads are a hugely profitable business and will be a crucial contributor to the bottom-line in the years to come" @GabGrowth on X 2025-06-03 12:12:51 UTC 14.8K followers, 15.8K engagements
"Respect where it is due $BTC is up 1475x since this call" @GabGrowth on X 2025-07-26 14:23:54 UTC 14.8K followers, 2818 engagements
"Really excited for earnings season. Will be watching these names particularly closely: $CPNG $HIMS $GRAB $DLO $HOOD $DUOL $OSCR $CAVA Any that stand out for yall" @GabGrowth on X 2025-07-17 15:05:36 UTC 14.8K followers, 3665 engagements
"Almost done with my $DLO deep dive. Took a lot more time than expected but I think its now a piece I feel confident will be helpful for both new and experienced investors. Should be out in the next 24-36 hours" @GabGrowth on X 2025-07-13 10:49:01 UTC 14.8K followers, 8080 engagements
"Im just saying i called it $AEO $CROX next" @GabGrowth on X 2025-07-24 03:42:49 UTC 14.8K followers, 3507 engagements
"@LogicalThesis Agree quality stocks usually dont fall into the cheap category unless there is a fundamental change. $FICO good example" @GabGrowth on X 2025-07-22 05:59:39 UTC 14.8K followers, XXX engagements
"@amitisinvesting Oh so thats why $grab pumped" @GabGrowth on X 2025-07-22 03:59:12 UTC 14.8K followers, 4046 engagements
"New Article just dropped BULLISH ON FAT FUCKS Enjoy the read link below 👇" @GabGrowth on X 2025-07-18 14:36:48 UTC 14.8K followers, 2925 engagements
"Not arguing against that $ETH will have majority of the TVL. But $SOL beats it on DEX volumes which is remarkable considering it has a small fraction of the TVL. More use cases and activity is happening on $SOL and it shows in developer activity too. Would suggest listening to mert from lightspeed too (podcast) to understand the $SOL bull case" @GabGrowth on X 2025-07-18 01:39:14 UTC 14.8K followers, XX engagements
"I discussed a series of smaller acquisitions $GRAB could potentially do along with my personal thoughts. ALL DATA-BASED as usual" @GabGrowth on X 2025-07-18 09:44:49 UTC 14.8K followers, 2536 engagements
"Bullish on fat fucks $GRAB Human nature is such that we all get lazier as we get richer bet on the businesses that get rich at our expense" @GabGrowth on X 2025-07-14 04:07:02 UTC 14.8K followers, 18.7K engagements
"$GRAB Supporting the children of their Driver & Delivery-Partners Here is one of the recipients of their $10000 bond-free scholarship" @GabGrowth on X 2025-07-24 04:38:13 UTC 14.8K followers, 8099 engagements
"Exciting week of earnings ahead Portfolio: $HOOD $COIN $AMZN $GRAB Watching: $META $MSFT $IOT $SPOT" @GabGrowth on X 2025-07-27 08:01:03 UTC 14.8K followers, 4469 engagements
"Its true that the majority of my investments are in the US stock market. However many of the businesses I own are from outside the US: $SE Sea Limited (Singapore) $GRAB Grab Holdings (Singapore) $TSM Taiwan Semiconductor (Taiwan) $MELI Mercado Libre (Argentina) $CPNG Coupang (South Korea) Next on my list of potential stocks is: $DLO which hails from Uruguay Deep Dive coming" @GabGrowth on X 2025-07-04 12:51:49 UTC 14.8K followers, 17.2K engagements
"@MktMavPro Investing in low share price businesses thinking they are cheap is the biggest mistake that early investors make" @GabGrowth on X 2025-07-20 01:07:43 UTC 14.8K followers, XXX engagements
"Seems $HOOD users are getting early access to the $FIG IPO @vladtenev" @GabGrowth on X 2025-07-22 11:08:03 UTC 14.8K followers, 3270 engagements
"@riyadosofian I missed this Where did you find it" @GabGrowth on X 2025-07-25 11:35:33 UTC 14.8K followers, XXX engagements
"Im biased BUT the $GRAB chart genuinely looks incredible. We had a stage X breakout after X years. Now a stage X breakout after X months. I see some pretty clear catalysts in the coming months too" @GabGrowth on X 2025-07-20 13:37:20 UTC 14.8K followers, 18.3K engagements
"@wolfofharcourt Yep its really huge. Wechat is literally the most important app for Chinese consumers (those who have been to China can attest payments is insanely smooth there). In China Wechat is used to book everything rides flights hotels trains etc" @GabGrowth on X 2025-07-23 09:59:58 UTC 14.8K followers, XXX engagements
"@wolfofharcourt $GRAB has virtually copied every product from $UBER by virtue of being 2nd and Ubers incredible execution + attention to detail. But it seems Grab was first to the Dine Out product interesting" @GabGrowth on X 2025-07-28 08:09:37 UTC 14.8K followers, XXX engagements
"Firstly how convenient to have your starting point at the literal covid bottom negating the point that Six Sigma had of protecting downside. Secondly its clear to see you are terrible at preventing downside judging by your performance curve. Your returns are entirely a measure of outperformance in the past X months of a raging bull market. Your performance is unlikely to last but i wish you all the best" @GabGrowth on X 2025-07-26 00:55:47 UTC 14.8K followers, XX engagements
"$CPNG hit 52-week highs again on Friday. Its an incredibly under the radar business just the way I like it. It also just rebranded its cloud computing business yet another vertical. Check out my thesis below 👇" @GabGrowth on X 2025-07-21 09:42:29 UTC 14.8K followers, 3443 engagements
"$GRAB Broke out of the X month long resistance perhaps we're ready to go higher from here Earnings in X weeks (30th July)" @GabGrowth on X 2025-07-18 09:28:21 UTC 14.8K followers, 14.7K engagements