jingli
08-15

$Grab Holdings(GRAB)$ Market seems to be disappointed with the GRAB results

The quarter was fine

Great growth, now free cash flow positive, which has been the number one target for the co.

I could nitpick little elements of the report, but the co. operates in something close to a monopoly with a giant runway for growth ahead of all of its segments, e.g., digital ads, mobility, fintech, and on demend deliveries

Growth will re-accelerate in the future, and these little tantrums from the market in response to non-linearity will be blips on the radar

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