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

Charo posts on X about $grab, $se, food, $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)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$grab](/topic/$grab) #17, [$se](/topic/$se), [food](/topic/food), [$grabs](/topic/$grabs) #2, [$uber](/topic/$uber), [sea](/topic/sea), [indonesia](/topic/indonesia), [$goto](/topic/$goto) #3, [singapore](/topic/singapore) #1827, [meituan](/topic/meituan)

**Top accounts mentioned or mentioned by**
[@gabgrowth](/creator/undefined) [@mikelongterm](/creator/undefined) [@amitisinvesting](/creator/undefined) [@thezackzhu](/creator/undefined) [@sachinvats](/creator/undefined) [@anthonypytan](/creator/undefined) [@timewatchinvest](/creator/undefined) [@chickythink](/creator/undefined) [@nebhol89](/creator/undefined) [@sheslee](/creator/undefined) [@peteroey](/creator/undefined) [@the_zack_zhu](/creator/undefined) [@philip51479248](/creator/undefined) [@catnyanpital](/creator/undefined) [@masason](/creator/undefined) [@uber](/creator/undefined) [@riyadosofian](/creator/undefined) [@vbakhshi1](/creator/undefined) [@leeleeks](/creator/undefined) [@otterresearch](/creator/undefined)

**Top assets mentioned**
[Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Sea Limited (SE)](/topic/$se) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Alibaba Group (BABA)](/topic/$baba) [DoorDash Inc. (DASH)](/topic/doordash) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Dash (DASH)](/topic/$dash) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@GabGrowth @CatNyanpital Not sure if you've seen this but here is Xanh's unique approach. The drivers are employees and the cars are owned by the company. Many Grab drivers are switching because they don't want to pay a car loan and consumers prefer the new cars. https://fulcrum.sg/why-xanhsm-might-dethrone-grab-in-vietnam/ https://fulcrum.sg/why-xanhsm-might-dethrone-grab-in-vietnam/"  
[X Link](https://x.com/knightcharo/status/1861985545712508957)  2024-11-28T04:08Z [--] followers, [--] engagements


"@CatNyanpital @GabGrowth Perhaps this is a way for Vinfast to pump of their car sales Also as these cars become more popular on the roads people will be more inclined to purchase one. I just don't see how Xanh can turn a profit unless they are the only player left and can raise prices"  
[X Link](https://x.com/knightcharo/status/1861990077720891456)  2024-11-28T04:26Z [--] followers, [--] engagements


"@CatNyanpital @GabGrowth Perhaps this is a way for Vinfast to pump up their car sales Also as these cars become more popular on the roads people will be more inclined to purchase one. Maybe they never intend Xanh to make a profit as long as it helps Vinfast's sales"  
[X Link](https://x.com/knightcharo/status/1861990787992740035)  2024-11-28T04:29Z [--] followers, [--] engagements


"@amitisinvesting @Mirleftrading Any chance of having @sachinvats on to discuss his experience with GRAB"  
[X Link](https://x.com/knightcharo/status/1862621673121534041)  2024-11-29T22:16Z [--] followers, [---] engagements


"@amitisinvesting @BaileyRChilders Just a slight correction- you have to back out $1B in deposits so about $5B in cash. Peter Oey CFO explained this in last earnings call"  
[X Link](https://x.com/knightcharo/status/1863017909825802375)  2024-12-01T00:30Z [--] followers, [--] engagements


"@GabGrowth I think the real moat is Anthony Tans relationship with the [--] SE governments. Theres been several instances of competitors trying to grow into new countries and denied access by the government. (GoJek denied access into Philippines and Xanh SM denied in Cambodia)"  
[X Link](https://x.com/knightcharo/status/1863659949458678044)  2024-12-02T19:02Z [--] followers, [---] engagements


"@Flower_Power_67 @amitisinvesting @sachinvats @GabGrowth"  
[X Link](https://x.com/knightcharo/status/1865218452123980225)  2024-12-07T02:15Z [--] followers, [--] engagements


"@KrisPatel99 $SE"  
[X Link](https://x.com/knightcharo/status/1874679863728283928)  2025-01-02T04:51Z [--] followers, [---] engagements


"@amitisinvesting Great write-up Amit Since much of the growth is coming from GrabFin the biggest challenge I see is the fintech competition against SeaMoney. It's a much more mature business than GrabFin today. Do you think GrabFin will overcome them"  
[X Link](https://x.com/knightcharo/status/1885887968612860134)  2025-02-02T03:08Z [--] followers, [--] engagements


"@GabGrowth @sachinvats @amitisinvesting @KrisPatel99 Thoughts on Xanh SM rapid success They already taken 37% of Vietnam market share ahead of Grabs 36%. Now entering Indonesia. Xanhs founder has net worth $4B so deep pockets to fight Grab. https://jakartaglobe.id/business/vietnams-xanh-sm-launches-electric-taxi-service-in-jakarta-eyes-bali-expansion https://jakartaglobe.id/business/vietnams-xanh-sm-launches-electric-taxi-service-in-jakarta-eyes-bali-expansion"  
[X Link](https://x.com/knightcharo/status/1894588979544297976)  2025-02-26T03:23Z [--] followers, [---] engagements


"@GrabID @amitisinvesting $GRAB They just keep innovating"  
[X Link](https://x.com/knightcharo/status/1905466451450102087)  2025-03-28T03:46Z [--] followers, [--] engagements


"Theyve integrated GXS FlexiLoan and FlexiCard application within the Grab app. I wasnt aware they are in the credit card market now. @amitisinvesting @GabGrowth"  
[X Link](https://x.com/knightcharo/status/1918070444672118804)  2025-05-01T22:30Z [--] followers, [---] engagements


"@GabGrowth @Chicky_Think @sheslee @nebhol89 @GabGrowth I assume you are using GrabPay in Singapore Are you noticing less businesses having this payment option there I thought GrabPay was expanding not contracting"  
[X Link](https://x.com/knightcharo/status/1918655558565130317)  2025-05-03T13:15Z [--] followers, [---] engagements


"@GabGrowth @Chicky_Think @sheslee @nebhol89 That's interesting not sure why Grab doesn't just eliminate the fee to capture market share. A side question I had is do you know what Gojek's Singapore market share is and what do you think the chances are of Gojek exiting Singapore"  
[X Link](https://x.com/knightcharo/status/1918709653955018958)  2025-05-03T16:50Z [--] followers, [--] engagements


"@nebhol89 @GabGrowth @Chicky_Think @sheslee I get your point. I'm thinking more about if Gojek exits singapore then Grab acquiring GOTO would only require Indonesia government's approval"  
[X Link](https://x.com/knightcharo/status/1918713185311293872)  2025-05-03T17:04Z [--] followers, [--] engagements


"@sheslee @GabGrowth @Chicky_Think @nebhol89 Thanks for adding color around this. So your saying that GrabPay is a credit card and gives points back Alternatives like Paylah and Paynow are more like debit cards and hence no fee"  
[X Link](https://x.com/knightcharo/status/1918714494228021473)  2025-05-03T17:09Z [--] followers, [--] engagements


"@sheslee @nebhol89 @GabGrowth @Chicky_Think In that scenario less incentives would be issued and margins would increase"  
[X Link](https://x.com/knightcharo/status/1918715765978431824)  2025-05-03T17:14Z [--] followers, [--] engagements


"@sheslee @GabGrowth @Chicky_Think @nebhol89 Thanks for clarifying. I was always under the impression that GrabPay was deducted from your bank account via GXS. Maybe they will improve on that in the future"  
[X Link](https://x.com/knightcharo/status/1918716330129371504)  2025-05-03T17:16Z [--] followers, [--] engagements


"@sheslee @nebhol89 @GabGrowth @Chicky_Think Really Maybe its cause Singapore is a more established market for them. Grab just reported $500mm in incentives in Q1 alone. $286mm of it were consumer incentives"  
[X Link](https://x.com/knightcharo/status/1918720228575375512)  2025-05-03T17:32Z [--] followers, [--] engagements


"@elneneloco813 @amitisinvesting @jeffhcincy @Chicky_Think In the last earnings call they explained how they have the highest driver supply ever and it was due to increasing incentives. Seems they are scooping up all the drivers possible to give consumers the shortest wait times and thus better experience. This was how Uber grew in US"  
[X Link](https://x.com/knightcharo/status/1918852822314926476)  2025-05-04T02:18Z [--] followers, [--] engagements


"@nebhol89 Wow is this right Over $100K for a Corolla in Singapore"  
[X Link](https://x.com/knightcharo/status/1919063993504674023)  2025-05-04T16:18Z [--] followers, [--] engagements


"@GabGrowth @ruth_capital Even our nanny uses doordash every day for her lunch. Once consumers get use to the convenience its very difficult to change"  
[X Link](https://x.com/knightcharo/status/1924117981984153851)  2025-05-18T15:00Z [--] followers, [--] engagements


"@GabGrowth @ruth_capital Doordash market cap is $85B and they dont even have mobility. Plus they have big competition from Uber eats Postmates and Grubhub. So imagine the potential for $GRAB"  
[X Link](https://x.com/knightcharo/status/1924118692574671167)  2025-05-18T15:03Z [--] followers, [---] engagements


"@GabGrowth @JNews669 haha i remember those days. Taxi driver told us to get out when we asked him to turn the meter on LOL"  
[X Link](https://x.com/knightcharo/status/1925903670685614425)  2025-05-23T13:16Z [--] followers, [--] engagements


"$GRAB think you guys might like this @amitisinvesting @GabGrowth https://www.youtube.com/watchv=IrivUg29psY https://www.youtube.com/watchv=IrivUg29psY"  
[X Link](https://x.com/knightcharo/status/1929212921940242501)  2025-06-01T16:26Z [--] followers, [---] engagements


"@MikeLongTerm Thanks for the post Mike. Do you know how much cash Goto has on its balance sheet"  
[X Link](https://x.com/knightcharo/status/1935823633626415324)  2025-06-19T22:14Z [--] followers, [----] engagements


"@MikeLongTerm Didnt realize grab was issuing loans in Thailand. I thought grab was only issuing loans in Singapore Malaysia and Indonesia. Thanks for posting Mike"  
[X Link](https://x.com/knightcharo/status/1938055185324249272)  2025-06-26T02:02Z [--] followers, [--] engagements


"@drsprs how does Xanh SM compare to Grab in terms of quantity you see out there in Vietnam"  
[X Link](https://x.com/knightcharo/status/1943526693005631965)  2025-07-11T04:24Z [--] followers, [--] engagements


"@MikeLongTerm Looks like they also have big companies advertising on Grab app such as McDonalds Coca-cola Starbucks KFC and even Amazon. Very deep pockets to pay for advertising space"  
[X Link](https://x.com/knightcharo/status/1946064163538944432)  2025-07-18T04:27Z [--] followers, [---] engagements


"@MikeLongTerm Nice write up Mike Vinfast had a showroom here in Huntington Beach California this past year and its no longer there when I visited today. Looks like they are shutting down US showrooms to save costs"  
[X Link](https://x.com/knightcharo/status/1949283811365363897)  2025-07-27T01:40Z [--] followers, [---] engagements


"@MikeLongTerm Also word is that Vietnamese locals prefer Honda bikes over EV scooters. So I agree there goal to convert will be very difficult"  
[X Link](https://x.com/knightcharo/status/1949284358088790418)  2025-07-27T01:43Z [--] followers, [--] engagements


"@MikeLongTerm @masason @Uber Uber sold it's food delivery business to Zomato in [----]. As part of the deal there is most likely a non compete that says Uber can not re enter the food delivery market in India. I don't think Grab can take over Uber's India ride hailing and begin food delivery. Thoughts"  
[X Link](https://x.com/knightcharo/status/1951657560920183091)  2025-08-02T14:53Z [--] followers, [---] engagements


"@MikeLongTerm @masason @Uber Non competes can transfer to successor companies. It depends on the wording in the agreement which we dont have. Out of the countless interviews Anthony Tan has had hes never mentioned expanding outside of SE Asia. His strength is knowing SE Asia culture not India"  
[X Link](https://x.com/knightcharo/status/1951668354554716372)  2025-08-02T15:36Z [--] followers, [--] engagements


"@MikeLongTerm @masason @Uber @AnthonyPY_Tan Personally if Grab takes this route into India I would exit my position (7 figures). They just became profitable and India would put them back in the red with endless marketing and incentives for years. Theres no guarantee they would be able to beat Ola and Zomato either"  
[X Link](https://x.com/knightcharo/status/1951675926044942720)  2025-08-02T16:06Z [--] followers, [---] engagements


"@GabGrowth how does Gojek compare to Grab there Is it 50/50"  
[X Link](https://x.com/knightcharo/status/1954184527800139867)  2025-08-09T14:14Z [--] followers, [---] engagements


"@MikeLongTerm @Citadel Thanks Mike for pulling all the 13f's"  
[X Link](https://x.com/knightcharo/status/1956519177935782101)  2025-08-16T00:51Z [--] followers, [---] engagements


"@MikeLongTerm @MorganStanley My goodness 😳"  
[X Link](https://x.com/knightcharo/status/1956754415337300449)  2025-08-16T16:26Z [--] followers, [--] engagements


"@MikeLongTerm Out of Xanh SM Goto and SE Im most worried about SE. They have the platform to leverage off and a strong balance sheet. Shopee Food has about half the market share in Vietnam and gaining market share in Indonesia. Many solely use ShopeeFood simply because they love the app"  
[X Link](https://x.com/knightcharo/status/1956757297344151792)  2025-08-16T16:37Z [--] followers, [---] engagements


"@GabGrowth @leveredlongonly @MikeLongTerm Long term I think Grab and SE will be a duopoly in the food delivery market. As for mobility do you think SE will ever enter that segment This could be the biggest bear case for $GRAB. Forrest Li seems to have no fear when it comes to entering new markets"  
[X Link](https://x.com/knightcharo/status/1956929940542087251)  2025-08-17T04:03Z [--] followers, [---] engagements


"@leveredlongonly @GabGrowth @MikeLongTerm Agree with this. It's like saying Uber is entering ecommerce to compete with Amazon. Way too late to enter and build out the warehouses and logistics"  
[X Link](https://x.com/knightcharo/status/1956930600591622186)  2025-08-17T04:06Z [--] followers, [--] engagements


"@MikeLongTerm @AnthonyPY_Tan Great find on this recent video Could you share the link where $GRAB posted it I wish they would improve there PR on X"  
[X Link](https://x.com/knightcharo/status/1957657921321656339)  2025-08-19T04:16Z [--] followers, [--] engagements


"@MikeLongTerm @GabGrowth @amitisinvesting Think you guys would like this article. Vinfast doing sneaky accounting to show profit in order to raise capital from investors. https://asiatimes.com/2025/08/vingroups-debt-driven-empire-on-shaky-global-ground/ https://asiatimes.com/2025/08/vingroups-debt-driven-empire-on-shaky-global-ground/"  
[X Link](https://x.com/knightcharo/status/1958519896842915956)  2025-08-21T13:21Z [--] followers, [---] engagements


"@MikeLongTerm @AnthonyPY_Tan $SE and $GRAB comprise of almost 50% of WFM's portfolio. They are an asian fund so it's good to see they have conviction in these names with there local expertise"  
[X Link](https://x.com/knightcharo/status/1958597197953736968)  2025-08-21T18:28Z [--] followers, [---] engagements


"@straits_times @MikeLongTerm"  
[X Link](https://x.com/knightcharo/status/1959784845439369427)  2025-08-25T01:08Z [--] followers, [---] engagements


"@MikeLongTerm Just to add I believe Google is a heavy investor multiple rounds in Gojek/GOTO. I bet the Chromebook procurement was part of the under the table deal Nadiem made with Google"  
[X Link](https://x.com/knightcharo/status/1964847130264416464)  2025-09-08T00:23Z [--] followers, [---] engagements


"$GRAB looks like an open market sale by COO Hungate. RSUs he received back in [----]. Pretty small amount but interesting that it's his first ever sell. @amitisinvesting @MikeLongTerm @GabGrowth https://www.sec.gov/Archives/edgar/data/1855612/000195004725007280/xsl144X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1855612/000195004725007280/xsl144X01/primary_doc.xml"  
[X Link](https://x.com/knightcharo/status/1968507415659430220)  2025-09-18T02:48Z [--] followers, [----] engagements


"@MikeLongTerm Great post Mike I just checked out the GXS app and it looks sleek Its like a SoFi but even better because it has business banking"  
[X Link](https://x.com/knightcharo/status/1969048604041265593)  2025-09-19T14:39Z [--] followers, [---] engagements


"New [--] week low for GoTo. $GRAB @amitisinvesting"  
[X Link](https://x.com/knightcharo/status/1970342489598132285)  2025-09-23T04:20Z [--] followers, [--] engagements


"@MikeLongTerm Much of Grab's ecosystem hinges on food market (food ads loans to merchants reservations dine out discovery etc.). I don't see SE exiting the food space. On the contrary there market share has been increasing in Indonesia. SE isn't Xanh SM or Gojek. They have $9.4B cash"  
[X Link](https://x.com/knightcharo/status/1972021322097250578)  2025-09-27T19:31Z [--] followers, [---] engagements


"@MikeLongTerm I'm not sure the multi-app vs. super app really matters in SE Asia where consumers are extremely price sensitive. I do agree that the whole moat depends on GrabUnlimited but I don't think they have ever published those numbers This is taking a page out of Uber One's playbook"  
[X Link](https://x.com/knightcharo/status/1972030019112472845)  2025-09-27T20:06Z [--] followers, [----] engagements


"@MikeLongTerm Bottom line is that SE is gaining market share in Indonesia (largest market) and Vietnam (highest GDP market). So maybe looking into why they are becoming so successful would be a good research route to take If its just more incentives then this will be a forever war with SE"  
[X Link](https://x.com/knightcharo/status/1972031273024811400)  2025-09-27T20:11Z [--] followers, [---] engagements


"@MikeLongTerm @AnthonyPY_Tan @peter_oey really hope @peter_oey can touch on this next earnings call. I know he's much smarter than this. Maybe the numbers I'm seeing are off or something else is going on"  
[X Link](https://x.com/knightcharo/status/1975623860021305805)  2025-10-07T18:06Z [--] followers, [--] engagements


"@MikeLongTerm Gas motorcyles will be banned in certain areas in [----] and expand after. It even targets ride hailing $GRAB gas motorcyclists (almost like Xanh SM wrote this legislation). Does grab have partnerships with any electric motorcycle producers https://vietnamlawmagazine.vn/a-roadmap-to-zero-emission-transportation-urgent-but-not-to-be-rushed-74814.html https://vietnamlawmagazine.vn/a-roadmap-to-zero-emission-transportation-urgent-but-not-to-be-rushed-74814.html"  
[X Link](https://x.com/knightcharo/status/1976656787777667524)  2025-10-10T14:31Z [--] followers, [----] engagements


"@GabGrowth DoorDash has exclusive restaurants (such as Cheesecake Factory) as well which is why I switched from Uber Eats to them here in US. So you're right it does work like a moat. However is it legal Uber is suing DoorDash for anticompetitiveness. Not sure about Singapore/SEA laws"  
[X Link](https://x.com/knightcharo/status/1984239491494871346)  2025-10-31T12:42Z [--] followers, [--] engagements


"@GabGrowth DoorDash tried motion to dismiss but judge struck it down so case is still ongoing. I doubt SEA has these kinds of anticompetitive laws. $GRAB really should just corner the food delivery market with as many exclusive restaurants as possible. $DASH stock price proves it works"  
[X Link](https://x.com/knightcharo/status/1984244272573628700)  2025-10-31T13:01Z [--] followers, [---] engagements


"@MikeLongTerm Alex is really good at seeing the natural workflow of the app. He mentioned in an earnings call how users would hit a dead end when searching for food. So then they added reservations and dine out discovery. I think you are right that he is the one coming up with these new ideas"  
[X Link](https://x.com/knightcharo/status/1984629219486548380)  2025-11-01T14:30Z [--] followers, [---] engagements


"@MikeLongTerm With a population of 700M people you think 1-2M MTU addition per quarter is alot"  
[X Link](https://x.com/knightcharo/status/1985509896687906992)  2025-11-04T00:50Z [--] followers, [---] engagements


"@MikeLongTerm The quarter was fine no red flags for me to sell. But at the same time I dont see your S Curve coming in Q4 like you said. What in these numbers makes you think we will jump from 22% to over 30% growth"  
[X Link](https://x.com/knightcharo/status/1985522783833722959)  2025-11-04T01:41Z [--] followers, [--] engagements


"@MikeLongTerm Great post Mike I agree 100% management needs to utilize that cash pile better to rapidly grow MTUs which is the trojan horse for higher margin Fintech and advertising. Would love to see future quarters with 5-10M MTU additions. Thanks for shining a big light on this"  
[X Link](https://x.com/knightcharo/status/1985550335273025757)  2025-11-04T03:31Z [--] followers, [--] engagements


"@GabGrowth Great article Gab Your balanced perspective makes this the best analysis Ive seen on $GRAB. Thanks for taking the time to write this"  
[X Link](https://x.com/knightcharo/status/1985927985728537046)  2025-11-05T04:31Z [--] followers, [---] engagements


"@amitisinvesting @Futurenvesting Really enjoyed your discussion with Tannor as well. These were very good earnings if you consider the context of SEA during Q3 which had low tourism floods protests border war etc. Q4 should be stronger with holiday season coming up"  
[X Link](https://x.com/knightcharo/status/1985939859354370283)  2025-11-05T05:18Z [--] followers, [--] engagements


"@MikeLongTerm SoftBank was able to get Indonesia to sell 75% of Tokopedia to TikTok so would not be surprised if they get this merger to happen too. SB has stakes in both companies so are highly motivated"  
[X Link](https://x.com/knightcharo/status/1986803126373073140)  2025-11-07T14:29Z [--] followers, [---] engagements


"@GabGrowth The only way for the stock to re-rate imo. Pull up any YouTube walking vlog of Bali or Jakarta and Gojek is still everywhere. Not exactly "dying" imo"  
[X Link](https://x.com/knightcharo/status/1986836480564834580)  2025-11-07T16:41Z [--] followers, [----] engagements


"$GOTO jumping 10% on the news. $GRAB https://www.straitstimes.com/business/companies-markets/shares-of-gojek-parent-goto-soar-on-report-danantara-to-be-involved-in-grab-merger A potential GoTo and $GRAB merger is back on the table after Indonesias state secretary said the countrys sovereign wealth fund Danantara is now involved in discussions. Note: The deal would combine Southeast Asias two dominant ride-hailing and food-delivery platforms and https://t.co/pksAdkgl01"  
[X Link](https://x.com/knightcharo/status/1987892293999976559)  2025-11-10T14:37Z [--] followers, [---] engagements


"@MikeLongTerm @SoftBank Looks like $GOTO Extraordinary Shareholders' Meeting on Dec. [--] is to vote to replace the CEO. Sounds like he's been against the merger this whole time. If this is true then we may not see a merger until after Dec. [--] if it goes through. @amitisinvesting"  
[X Link](https://x.com/knightcharo/status/1988265242338750491)  2025-11-11T15:19Z [--] followers, [---] engagements


"@GabGrowth $GRAB He sold another 1M shares yesterday. Still don't understand why a super Christian like @AnthonyPY_Tan needs to raise over $50M. Usually these kinds of sales are to cover taxes but all of these are open market sales from shares awarded in [----]. @amitisinvesting @peter_oey"  
[X Link](https://x.com/knightcharo/status/1988671114722308150)  2025-11-12T18:11Z [--] followers, [---] engagements


"@GabGrowth Really wish $GRAB and $SE would somehow do a partnership instead of competing against each other"  
[X Link](https://x.com/knightcharo/status/1990498559578525888)  2025-11-17T19:13Z [--] followers, [---] engagements


"@MikeLongTerm Imagine the gamma squeeze if $GRAB ever gets going"  
[X Link](https://x.com/knightcharo/status/1991165138628698268)  2025-11-19T15:22Z [--] followers, [---] engagements


"@SteveUrkelDude Incredible chart thanks for posting Looks like $GRAB's April low tested the first volume shelf and reversed. Let's see if this shelf can do the same thing"  
[X Link](https://x.com/knightcharo/status/1992768607076708465)  2025-11-24T01:33Z [--] followers, [---] engagements


"Long-term will most likely replicate US market where [--] players (Uber Eats and DoorDash) take the majority of the market share and the smaller players exit. Will be a forever battle between $GRAB and $SE While $GRAB remains the most dominant player in food delivery in Southeast Asia its market share is under pressure in countries where $SE ShopeeFood operates (i.e. Vietnam Indonesia Thailand and Malaysia) Note: This data covers [----] to [----]. Something to watch as [----] data https://t.co/jKYLztctFG While $GRAB remains the most dominant player in food delivery in Southeast Asia its market share"  
[X Link](https://x.com/knightcharo/status/1994793535313428616)  2025-11-29T15:40Z [--] followers, [----] engagements


"@riyadosofian Any idea how MW calculates these numbers since $SE doesnt provide details on their food delivery by country I do question the 47% for Vietnam. Pull up any walking vlog in Vietnam and you rarely see orange Shopee drivers. $GRAB outnumbers $SE workers by [--] to [--]. @amitisinvesting"  
[X Link](https://x.com/knightcharo/status/1994802719618699292)  2025-11-29T16:16Z [--] followers, [--] engagements


"@kham619 @peter_oey And why has @AnthonyPY_Tan sold over $50M of stock in open market between $3-$6 and never made a single purchase These are all open market sells not for tax purposes. I guess having [--] kids is expensive"  
[X Link](https://x.com/knightcharo/status/1994809427397153205)  2025-11-29T16:43Z [--] followers, [--] engagements


"@demonroj @riyadosofian @amitisinvesting Really appreciate the info. Makes sense now why $SE has such a high market share in Vietnam vs other countries"  
[X Link](https://x.com/knightcharo/status/1994962675533844835)  2025-11-30T02:52Z [--] 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


"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


"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 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


"@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


"@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 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


"@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


"@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


"@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 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 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


"@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


"@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


"@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


"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


"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 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


"@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


"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


"@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

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