TheMandalorian
:
as an isolated investor, uber is the biggest fist. but, they seems to be quiet externally on grab matters. internally i have no idea. uber and grab is in brotherhood. uber dont touch locations that grab is presence as we may see as of now. collaboration and cooperation is better than fcking one another up. thats the game i observe. and they make profits for shareholders. if not someone will be making noise in shareholder meeting.
$Grab Holdings (GRAB.US)$I dont have much thesis. Just a simple thesis that i want to invest product that we Malaysian use it everyday. I believe it will become MOAT one day. Thus, my position isnt as big as it too.
$Grab Holdings (GRAB.US)$[Disclaimer - this is a personal opinion per se] I was once a foodpanda user loyalist, thanks to their fantastic vouchers. but hmmmm, Grab and SEA Management is stronger. SEA is a Great Competitor against Grab. because both seems to inherit the gene of Asian tech ecosystem. Asian tech ecosystem have a different set of philosophy on how they built their blueprint architecture on their ecosystem comparing with their Western counterpart. plus ...
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TheMandalorian : oh