Grab: Building A Super App

Seeking Alpha2022-05-11

SummaryGrab is the largest SPAC that went public last year, with a market cap of around $40 billion.The stock hit an all-time high last November at $17 and has been plummeting since.The company is ...

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Comments

  • Btpl
    2022-05-11
    Btpl
    try reaching grab to solve any user issue, once you have experienced their superb customer service, u will give this company a pass. 
  • Padres
    2022-05-11
    Padres
    Competition is tough and there is no moat for any of Grab's line of businesses. Switching costs are also wrong. Uber had never been able to turn aprofit, so why would Grab proved different?
  • superpopo
    2022-05-11
    superpopo
    How super?
  • Aivern
    2022-05-11
    Aivern
    The digital bank segment in sg and msia is gonna push up the price to about 5bucks. Buy calls at $2/2.50 or sell puts 1-2yr out and keep the sweet premium.Worst case you get Grab at $2, best case you get to participate in their success for a fraction of the cost.
  • Jackal
    2022-05-11
    Jackal
    Hope it stays that way 
  • Tigersg
    2022-05-11
    Tigersg
    Overrated. I have not used grab for any services in last 3 years, and will continue to do so as there is no need to. The marketing effect of super app is far fetched at best. Competition risks, in the event things go according to this author, regulators will come in and break things up. 
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