sillyhorcrux
2021-04-13

$Altimeter Growth Corp.(AGC)$ why is it falling?

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Comments

  • Yifeishan
    2021-04-13
    Yifeishan
    valuations too high. Investor PPT is out and based on 2020 revenue Grab is valued at 25x P/S. Insane.
    • YifeishanReplysillyhorcrux
      Uber it's closest peer is trading at 10x P/S. So based on that Grab is valued at about 16bn instead
    • sillyhorcrux

      I see, then what should the valuation be?

  • Sgjustino
    2021-04-14
    Sgjustino
    Grab is not Uber. It's much much more than Uber. Guidance is really conservative compared to what they should be projecting. Definitely sandbagging to exceed expectations. Long story!
  • 宠辱不惊山不转水转
    2021-04-13
    宠辱不惊山不转水转
    利好出尽
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