2 positions I have are
$Grab Holdings(GRAB)$
$Coupang, Inc.(CPNG)$
Market couldn't get enough of them in 2021, now nobody wants them when margins have infected.
Trading at value multiples.
based on uber and didi share px moves alone, suspect you are onto something re grab in particular. do you have a sense for how competition is playing out vs gojek?
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