JustinCooper
08-17

$Grab Holdings(GRAB)$

Positive cash flow. Debt is substantially down. A few years this is a winner. This is not a bad ER.

Per Pang Vitt Goldman Sachs on the ER call. I agree with his comments: "..I noted that your second quarter GMV and revenue were hampered as a result of the FX weakness against the U.S. dollar. If not for that, growth actually looked quite strong in the second quarter."

Really excited about their growth in the banking/fintech side.

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