# $goto

Grab is reportedly in talks to acquire GOTO's mobility and delivery segments, a move that could consolidate the market and end price wars. This potential deal comes as Grab achieves profitability and expands its financial services.

### About $goto
GoTo is a Southeast Asian technology company specializing in ride-hailing and financial technology services.  

### Top $goto Social Posts
Top posts by engagements in the last [--] hours

*Showing a maximum of [--] top social posts without a LunarCrush subscription.*

"$GRAB A conservation with a large investor🧵 Mike: what exactly happened during 2022-2024 would i be correct to credit Alex Investor: $GRAB from 2022-2023 the team realized commission is capped at 10-20% from drivers and it is unrealistic to assume the business can squeeze drivers like $UBER in the US. It was a smart decision to $GRAB's transformation as most analysts do not understand this kind of incremental optimization. The team stopped focusing on growing at all cost (Growing GMV) instead expanding more strategic products that have much higher margin on top of Delivery and Financial."  
[X Link](https://x.com/MikeLongTerm/status/2015633651711582476) [@MikeLongTerm](/creator/x/MikeLongTerm) 2026-01-26T03:51Z 21.2K followers, 14.5K engagements


"$GRAB Forward PE is collapsing ✅ Grab was deeply unprofitable for years post-IPO (2021 SPAC merger) with large negative earnings (Price war with everyone especially $GOTO) This violent swing meant GRAB SuperApp became much more profitable and efficient or Operating Leverage. Grab achieved its first adjusted EBITDA positive quarters in [--------] and has progressed to positive net income in recent periods. Operating margins have improved to low-single digits. This shift from heavy cash burn to profitability is the core driver analysts have repeatedly revised earnings estimates upward pulling the"  
[X Link](https://x.com/MikeLongTerm/status/2015455355375939868) [@MikeLongTerm](/creator/x/MikeLongTerm) 2026-01-25T16:02Z 21.2K followers, 24.9K engagements


"$GRAB MTU may break above 50m or ATH in Q4🚀 This company was expected to fail in 2020-2021-2022 due to price war with $GOTO and others. [----] will be the consolidation year MTUs should grow faster with less competition. I'm expecting FY [----] to end with 60-70m without $GOTO acquisition or 100-120m with Goto Mobility/Delivery acquisition. GRAB also has the largest subscription base in SEA or GrabUnlimited. $GRAB is expanding GrabFin Fast from dynamic payment solutions lending insurance investmant and Financial Credit score. Small to medium businesses now can pay through Grabpay with a small"  
[X Link](https://x.com/MikeLongTerm/status/2015236363311026496) [@MikeLongTerm](/creator/x/MikeLongTerm) 2026-01-25T01:32Z 21.2K followers, 23.9K engagements


"BREAKING $GRAB Digging deeper Indonesia 🧵 Before everyone jumping to conclusion here are some facts: [--]. This was published by @Reuters or "seen by Reuters" or basically "trust Reuter bro" source for this proposal [--]. THere is no official confirmation/comment from government sites or statements. Hence this can be fake new [--]. Even if this is true I want this to go through so $GOTO and smaller players get clapped quicker for fast consolidation. [--]. Indonesian President Staffer Prasetyo Hadi confirmed a draft but this was tied to $GRAB to acquire $GOTO acquire Mobility/Delivery to end price war."  
[X Link](https://x.com/MikeLongTerm/status/2011907010283896907) [@MikeLongTerm](/creator/x/MikeLongTerm) 2026-01-15T21:03Z 21.1K followers, 43K engagements

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