[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.]  amit [@amitisinvesting](/creator/twitter/amitisinvesting) on x 223.4K followers Created: 2025-06-22 18:25:30 UTC I wrote XX pages up about $GRAB. Couple points: - Writing this because I'm getting more and more questions per day on this name so I think this XX page thesis will lay out all my thoughts on this name clearly. - Stock is flat since I initiated a position in Jan 2025. Is it annoying? Yes, but this is also where real money is made *if* (big if) you are right on the name. The fundamentals are only getting better to me while the share price isn't cooperating and that tends to be when you want to acquire more -- this is basically me saying that I think the market is wrong here, either I will be right in the long term or the market will be. - In the high-flying market that we are in with various names gapping up as much as they are, I feel MUCH safer buying a name that I have conviction in (I could be wrong) but I want an intrinsically undervalued name that I believe in over chasing the latest high-flyer. - My initial long term thesis had a PT of $XX. If you want this to be a 50-70 stock and give you a 10x, you will be disappointed. But, I think there is a double here (with options that double can yield much more than just a double) and the question simply is about their execution. I discuss it more below. - If you don't want to be part of this story, there are plenty of other opportunities. I am personally invested in the thesis and it continues to be something to me that feels more asymmetric, but I could be wrong. Hopefully the document below lays out why I am thinking of the name in the way that I am. I had experience in the past of sitting on names that did nothing for X years like $PLTR and $HOOD but when they moved, they moved...the waiting is annoying but it is also when real money is made. - No AI was used to type this up, it was all me ferociously typing up my thoughts! First time I have wrote something in this much depth in a while, but I am a bit passionate on the company at these levels. There isn't much to cover on the day-to-day on Grab more until we get clarity on what they are doing with their cash pile (8.7B cash, 18B market cap) because I think the stock is likely dead money until there is clarity on that so when anyone has major questions, I will link this XX page document to them. Alright, here's all my thoughts on $GRAB: XXXXXXX engagements  **Related Topics** [money](/topic/money) [amit](/topic/amit) [$grab](/topic/$grab) [Post Link](https://x.com/amitisinvesting/status/1936853063861448802)
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amit @amitisinvesting on x 223.4K followers
Created: 2025-06-22 18:25:30 UTC
I wrote XX pages up about $GRAB.
Couple points:
Writing this because I'm getting more and more questions per day on this name so I think this XX page thesis will lay out all my thoughts on this name clearly.
Stock is flat since I initiated a position in Jan 2025. Is it annoying? Yes, but this is also where real money is made if (big if) you are right on the name. The fundamentals are only getting better to me while the share price isn't cooperating and that tends to be when you want to acquire more -- this is basically me saying that I think the market is wrong here, either I will be right in the long term or the market will be.
In the high-flying market that we are in with various names gapping up as much as they are, I feel MUCH safer buying a name that I have conviction in (I could be wrong) but I want an intrinsically undervalued name that I believe in over chasing the latest high-flyer.
My initial long term thesis had a PT of $XX. If you want this to be a 50-70 stock and give you a 10x, you will be disappointed. But, I think there is a double here (with options that double can yield much more than just a double) and the question simply is about their execution. I discuss it more below.
If you don't want to be part of this story, there are plenty of other opportunities. I am personally invested in the thesis and it continues to be something to me that feels more asymmetric, but I could be wrong. Hopefully the document below lays out why I am thinking of the name in the way that I am. I had experience in the past of sitting on names that did nothing for X years like $PLTR and $HOOD but when they moved, they moved...the waiting is annoying but it is also when real money is made.
No AI was used to type this up, it was all me ferociously typing up my thoughts! First time I have wrote something in this much depth in a while, but I am a bit passionate on the company at these levels.
There isn't much to cover on the day-to-day on Grab more until we get clarity on what they are doing with their cash pile (8.7B cash, 18B market cap) because I think the stock is likely dead money until there is clarity on that so when anyone has major questions, I will link this XX page document to them.
Alright, here's all my thoughts on $GRAB:
XXXXXXX engagements
/post/tweet::1936853063861448802