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GRAB

Grab Holdings Ltd

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•r/wallstreetbets•See Post

September: +130k in 10 days. Started trading 0–2DTEs on the 21st

•r/wallstreetbets•See Post

CEO uses 10% of his net worth to buy shares, I follow!

•r/stocks•See Post

GRAB CEO Anthony Tan buys 10,350,000 shares of Grab at $2.89/share.

Pre-Market Gainers and Losers for Today (September 22, 2026) 📈 📉

•r/wallstreetbets•See Post

Opinions on $GRAB

•r/wallstreetbets•See Post

guys check GRAB and DDD

•r/smallstreetbets•See Post

$GRAB IT BY THE NUTSACK

•r/pennystocks•See Post

16 JUNE 2026 ,WHAT ARE THE BIGGEST WINNERS PRE-MARKET

•r/pennystocks•See Post

Grab $GRAB

•r/smallstreetbets•See Post

$GRAB: The "Super App" Finally Breaks Out of its Cage

•r/pennystocks•See Post

My top picks for 2026- state your case

•r/stocks•See Post

What’s your highest conviction <50B MC stock pick for 2026 that hasn’t run up yet?

•r/stocks•See Post

What are your top stock picks for 2026?

•r/pennystocks•See Post

How are we feeling about GRAB?

•r/pennystocks•See Post

The Southeast Asian "superapp" giant, $Grab Holdings (GRAB.US)$ , is set to report its third-quarter earnings (2025 Q3) after market close on November 3rd.

•r/investing•See Post

Trying to understand the buzz around GRAB - any insights?

•r/wallstreetbets•See Post

How I plan for $Grab to build me generational wealth

•r/wallstreetbets•See Post

How $GRAB will be my generational wealth builder

•r/wallstreetbets•See Post

How Grab will be my generational wealth builder

•r/wallstreetbets•See Post

BARRON'S IS SHILLING $RGTI: HERE'S THE REFUTAL

•r/investing•See Post

$GRAB due diligence with positions

•r/smallstreetbets•See Post

$GRAB epic due dilligence

•r/wallstreetbets•See Post

$GRAB 15k YOLO and DD

•r/pennystocks•See Post

Why I am bullish on $GRAB and just doubled my position

•r/wallstreetbets•See Post

GRAB Nuclear energy STOCKS NOW!

•r/smallstreetbets•See Post

19M 6k->17k in year 1 trading

•r/investing•See Post

Is now a good time to jump into the Autonomous Vehicles? ps: no I dont choose TSLA

•r/wallstreetbets•See Post

Why $GRAB is the Undeniable Play for the end of 2025:

•r/wallstreetbets•See Post

GRAB a friend… $50K Options bet

•r/wallstreetbets•See Post

Today is a great day

•r/RobinHoodPennyStocks•See Post

Luxury inbound: $GRAB snags Thailand’s elite-resident limo deal

•r/RobinHoodPennyStocks•See Post

$GRAB GRABzilla going to war with the Shorters!

•r/pennystocks•See Post

$GRAB load the boat

•r/pennystocks•See Post

$GRAB loading up on this!

•r/wallstreetbets•See Post

$GRAB - UBER of Asia

•r/RobinHoodPennyStocks•See Post

From $SOFI to $GRAB: One’s Peaking, the Other’s Breaking Out

•r/wallstreetbets•See Post

Never give up!!

•r/wallstreetbets•See Post

So GRAB. this company was up 2.4% day before yesterday and this contract didn’t move from-20% and yesterday they just took everything

•r/wallstreetbets•See Post

You're sleeping on - NU HOLDING !

•r/wallstreetbets•See Post

Things are in transition. Long term thoughts.

•r/wallstreetbets•See Post

My first wins

•r/wallstreetbets•See Post

Last Chance - Long GRAB

•r/wallstreetbets•See Post

Never give up.

•r/smallstreetbets•See Post

The Uber of SE Asia is on the Move! GRAB

•r/stocks•See Post

Stocks you believe in from direct customer experience

•r/stocks•See Post

Hot Chinese AV Companies to Dominate the Global AV Market - Pony AI & WeRide

•r/wallstreetbets•See Post

$GRAB 11K YOLO

•r/wallstreetbets•See Post

$GRAB YOLO

•r/RobinHoodPennyStocks•See Post

Where’s GRAB headed by December?

•r/RobinHoodPennyStocks•See Post

🚖 GRAB x WeRide = Southeast Asia’s Robotaxi On-Ramp (and yes, I’m still sitting on 55,000 shares)

•r/wallstreetbets•See Post

$GRAB making moves

•r/pennystocks•See Post

HI everyone. Lets Discuss best stocks under $10 together-

•r/wallstreetbets•See Post

From the valley of death to all-time highs

•r/pennystocks•See Post

$GRAB - A stock to keep an eye on

•r/wallstreetbets•See Post

Is GRAB Stock off limits here at WSB

•r/wallstreetbets•See Post

Get ready to GRAB some $$$

•r/wallstreetbets•See Post

$OPEN dump for $GRAB pump??

•r/wallstreetbets•See Post

GRAB DD:

•r/stocks•See Post

Think it's time to sell GRAB. Thoughts on what to buy into?

•r/smallstreetbets•See Post

Actual small street win

•r/wallstreetbets•See Post

GRAB is the next RKLB

•r/options•See Post

Call Options Strategies

•r/wallstreetbets•See Post

Self-Directed Roth IRA

•r/wallstreetbets•See Post

Uber of Southeast Asia

•r/pennystocks•See Post

Maxim Group’s “2025 Tech Conference: Innovations Reshaping Tomorrow” on Tuesday, June 3 : CTM [Castellum] & RDZN [Roadzen] attending + many others such as RZLV, INUV, TRNR GRAB etc + (check inside link for your ticker)

•r/stocks•See Post

Online Analyst "PRO"

•r/smallstreetbets•See Post

GRAB Weekly Options Trade Plan 2025-04-29

•r/smallstreetbets•See Post

GRAB Weekly Options Trade Plan 2025-04-28

•r/wallstreetbetsOGs•See Post

Part VII: GD*HG NOW IS THE TIME BUY BUY BUY!!!

•r/Shortsqueeze•See Post

Part VII: GD*HG NOW IS THE TIME BUY BUY BUY!!!

•r/pennystocks•See Post

Penny Stocks and Beyond: Unveiling Opportunities in GRAB, IMTL, and TBLA

•r/RobinHoodPennyStocks•See Post

Three penny stocks to keep an eye on right now

•r/stocks•See Post

Grab(GRAB) DCF Analysis: Southeast Asia's Uber

•r/stocks•See Post

Grab (GRAB) DCF Analysis: Southeast Asia's Uber

•r/wallstreetbets•See Post

Listen here you punks

•r/pennystocks•See Post

4 Penny stocks that billionaires are loading up on

•r/pennystocks•See Post

A bump in the road for Q1 stock trading for Grab Hldgs: Here's the details

•r/wallstreetbets•See Post

2023-05-09 Wrinkle Brain Plays - In the style of a Pirate

•r/StockMarket•See Post

Amazon News Summary for the week (there's a lot!) [Jan 29]

•r/wallstreetbets•See Post

$GRAB SuperApp Probably a good bet for 2023

•r/wallstreetbets•See Post

Apple May Add Satellite Connection to iPhones ($GSAT)

•r/wallstreetbets•See Post

NEVER FORGET $GME, WE WILL GRAB THE TENDIES

•r/wallstreetbets•See Post

Lot of haters out there won’t stop us. LETS GRAB MORE BBBY 🚀

•r/wallstreetbets•See Post

Uber Earnings...My 1st instinct was Puts, but here is why I am wrong...Or am I? I probably am..Not right

•r/WallStreetbetsELITE•See Post

GRAB, really the Superapp stock? Why I would rather wait than buy the BI...

•r/stocks•See Post

What is the toughest loss you've had to endure?

•r/Shortsqueeze•See Post

Time to start buying $GRAB ?

•r/WallStreetbetsELITE•See Post

#premarket #watchlist 02/10 $IRNT - Agreement with a Gulf Cooperation Council Country, $IFBD- no news, $AREB -Closing of $10.5 Million Public Offering, $DRMA -no news , $GRAB - earnings... Also check afterhours runners and low float stocks in my app!

•r/Shortsqueeze•See Post

$GRAB $GRAB short squeeze possible.

•r/Shortsqueeze•See Post

GRAB

•r/wallstreetbets•See Post

The "ultimate trailer" for interest rate hikes will be released soon? Which asset class stocks can be the first to break out?

•r/wallstreetbets•See Post

Should I $GRAB and hold this diamond or cut it loose?

•r/wallstreetbets•See Post

GRAB upside

•r/wallstreetbets•See Post

Anyone shorting GRAB?

•r/Shortsqueeze•See Post

PTPI is ready. Are you?

•r/Shortsqueeze•See Post

$GRAB UP 27% Since I called the bottom 2 days ago on previous post. EASY SQUEEZE, BIG VOLUME EVERYDAY.

•r/Shortsqueeze•See Post

$QS, $CHPT, and $GRAB for tmr!!!!

•r/Shortsqueeze•See Post

$GRAB stock too low to overlook. Hit $5.91 today, price target $12.5 by JPM. I am sure still has a lot of shorts in it. I think we can Squeeze this!!

•r/options•See Post

Halp me (Iron condor)

Mentions

I bought some more GRAB today on the dip

Mentions:#GRAB

literally, it’s a good idea. GRAB have everything going for them currently too, making great exec level decisions too like buy backs etc

Mentions:#GRAB

i’m buying $4 calls on $GRAB for 2028. That gonna send my kid to college and me to valhalla. Calls on Uber of Asia

Mentions:#GRAB

I know the market SOXS right now so go GRAB some Domino's Pizza DPZ 🍕 and enjoy the ride

I appreciate it, I know nothing about GRAB but it looks like you aren’t in at a bad price. Upside or broke lol.

Mentions:#GRAB

I'm pulling for you my dude. I took a chance on GRAB myself, been as flat as an Alabaman bass pond.

Mentions:#GRAB

I buy GRAB and Houthi"s start firing rockets, just as I predicted **LMAO** 🤌

Mentions:#GRAB

I used GRAB app to get around like UBER when I was in the Philippines last winter.

Mentions:#GRAB#UBER

GRAB Their financials and history look really good and are trending the right way.

Mentions:#GRAB

Just letting yall know we at the top and it’s all about to dump cause I just opened orders of 60k total spread around MU, AAOI, AVGO, ARM, GRAB, and GOOG.

Anyone looking at picking up some GRAB as a value buy? Was reading some massive insider buys recently and it sounded like a nice little bump coming.

Mentions:#GRAB

Yeah treat individual stock investing like gambling, go in expecting to lose it all Im 5% into them, split between GRAB and DRTS but even 5% is prob too high imo

Mentions:#GRAB#DRTS

Look for growth stocks that are on the verge of profitability. Run a concreted book on these types of companies. For example, 68k is enough for 2-4 investments. Know why you own them, laugh at volatility, and just buy more. Here’s your starter kit: NBIS, OUST, OSS, MITK, OMDA, GRAB. Run those through Claude and weigh the risk/reward.

time for GRAB to go for it, yeah!

Mentions:#GRAB

I hear you . but please SELL GRAB and LULU... that is real dead weight... you could be investing in so many other better companies than those.. you only have 1 AI stock (TSML)... use that money from both those losers and buy Micron tomorrow!!! you won't regret it friend..

Mentions:#GRAB#LULU

sell GRAB.... the market doesn't care about that stock and hasn't for a long time....

Mentions:#GRAB

I think the one I'm most worried about is NU. It does have crazy volume, but then again, so does GRAB....

Mentions:#NU#GRAB

GRAB in Asia. And you can pay cash!

Mentions:#GRAB

$GRAB ?

Mentions:#GRAB

Market has been a chop fest. You won’t make good money quickly unless you can actually locate an asymmetrical opportunity and size it large. That’s the opposite of splitting 1k three ways. And in reality, you split it hundreds to thousands of ways. I know the dividend etf. Are the others ETFs too? Put the 1k on one growth company or beaten down blue chip that you have confidence in. Know WHY you have conviction in the name. This requires RESEARCH. If you’re not willing to research just put it all in SCHB and know that you may make $100 in a year. For starters: GRAB, OUST, UBER, NBIS, IDN, ABVX, UUUU, NFLX, NKE. There’s a good mix. Use Claude for learning.

TENX, GRAB, ORBS, ALT (altimmune, inc.)

I’ll keep buying $GRAB after the ceo bought 30 million worth with his own money.

Mentions:#GRAB

You're in the casino bro. But if you do want a couple of good longterm buys from pennyland I will give you three. DGXX  AIRJ  GRAB not FA but you can come back in 6 months to a year and say thanks lmao 

Mentions:#GRAB#FA

heavy on GRAB at this entry point or wait til it drops more?

Mentions:#GRAB

Grab some GRAB before this sub goes crazy for it at 7+ per share

Mentions:#GRAB

People call RIVN dead money but at least you can swing trade it weekly. GRAB is shit. Good luck with that 2x though, genuinely.

Mentions:#RIVN#GRAB

Grab GRAB while you can :)

Mentions:#GRAB

GRAB turned out to be a good swing. NB was too. Will wait to see if it dips pre-earning. Now swinging on over to OVID and GCTS.

GRAB - CEO Tan just bought 10 million worth of shares near 52 week low. The CFO followed suit and is buying half million worth of share at these prices. The stock is already 20% up. More to come!

Mentions:#GRAB

GRAB bears by the bussy

Mentions:#GRAB

there's no fucking way I'm opening a new position in GRAB fuck that stock

Mentions:#GRAB

I don't play options. I was just a distracted mess today. I sold my Intel LAST NIGHT before it rallied 14%. I sold my GRAB before the CEO bought $30 million in shares. I made $1500 on GRML and then I gave it all back.

Mentions:#GRAB#GRML

GRAB is mooning. As it should be.

Mentions:#GRAB

GRAB is ripping

Mentions:#GRAB

I sold my INTC last night, I sold my GRAB hours before the CEO bought $30 million in shares, I mean what the fuck

Mentions:#INTC#GRAB

wow huge insider buying for GRAB stock. tomorrow gap up

Mentions:#GRAB

Guys, why GRAB is so low?

Mentions:#GRAB

Buy GRAB and TSM. Long term play 💰📈🔥🔥🔥

Mentions:#GRAB#TSM

Buy GRAB and TSM now. You can recover triple that money back in the next 2-3 years.

Mentions:#GRAB#TSM

Buy GRAB and TSM instead. 💰😎Nike is gone….. 📉

Mentions:#GRAB#TSM

Continuing to swing GRAB. Will monitor NB for dip, then might go back in for swing as its earning are approaching. I did well will it last week. Will start swinging GCTS and IBIO.

Had a good week with a NB swing. The price has dropped, so might go back in to see if it gets a pre-earnings bump. Still swinging GRAB. Hopefully, next week will see it making upward motion.

Mentions:#NB#GRAB

Based off all metric Uber business is actually undervalued at $70. That isnt even mentioning if any of their investments pays off like GRAB, AUR, etc.

Mentions:#GRAB#AUR

I probably shouldn't have bought so much UBER and GRAB though. No telling when oil will go down enough for these to move to the upside

Mentions:#UBER#GRAB

NB swing proved successful. Will now monitor to see if it goes down pre-earning for a possible re-entry. Still swinging GRAB. We'll see ho that goes.

Mentions:#NB#GRAB

Bought a few 2029 $3 calls leaps on GRAB today. I'm expecting more downside, but I like the entry here.

Mentions:#GRAB

Anyone else find $GRAB very interesting right now? There's quite a few things that I don't like (high share-based compensation with CEO constantly selling all shares, questionable acquisitions, and it being a spac), but the actual financials appear to be rock solid. Year after year of increasing revenue/profitability (profitable), raised guidance in Q2 2026, $10B market cap with around $5B cash and $2B long term debt, doing share buy backs up to $1.5B, a monopoly on ride share / delivery in South East Asia, and now entering into the financial industry in a reasonable way that synergizes with the rest of the business.

Mentions:#GRAB

I'm swinging GRAB and NB

Mentions:#GRAB#NB

Gonna do a 5 hour deep dive into $GRAB, it's management, financials, regulatory hurdles, etc. Seriously looking like an amazing bargain right now.

Mentions:#GRAB

Monitoring: GRAB and NB. I'm feeling they have reached their low.

Mentions:#GRAB#NB

Sad to see $GRAB is still falling. So much potential but it can't seem to convince investors of that right now.

Mentions:#GRAB

NEW PORT IS AS FOLLOWS: (in order of position size) UBER; DASH; CRWV; GRAB; PATH; AA; RIVN; BWET; SMCI

$GRAB deez nuts

Mentions:#GRAB

GRAB up 1% lfg

Mentions:#GRAB

GRAB I’ll never forgive you 

Mentions:#GRAB

Cramer thinks $GRAB going to zero. Buying more.

Mentions:#GRAB

Lmao $GRAB bagholders about to be screwed for the 10th time this year, management negotiating a $2B acquisition of a buy now pay later app which is 20% of it's market cap when they still haven't proven their finance segment of business or properly monetized their ride share / delivery after 5 years.

Mentions:#GRAB

GRAB the most annoying stock I’ve ever owned 

Mentions:#GRAB

Is it time to delist GRAB?

Mentions:#GRAB

If you like UBER, you should take a look at GRAB. Basically UBER with less competition and threat of automated vehicles taking your market share. Its growing faster also

Mentions:#UBER#GRAB

added $GRAB, $CH

Mentions:#GRAB

bought $TTD, $NKE, $GRAB, $SOFI, $PFE and $NVO cant pass on the opportunity to buy at these prices

•r/wallstreetbetsSee Comment

GRAB starting it's move back to $5

Mentions:#GRAB
•r/wallstreetbetsSee Comment

What do you guys think about GRAB calls for 2027?

Mentions:#GRAB
•r/wallstreetbetsSee Comment

**Everyone talks about UBER. What about the rest of the global ride-hailing / delivery trade?** If you’re looking at the sector, there’s a pretty interesting list of public companies beyond Uber and Lyft: * **$GRAB** — Grab Holdings; Southeast Asia ride-hailing + delivery * **$DIDIY** — DiDi Global; China * **$DASH** — DoorDash; U.S. food delivery + local commerce * **$CART** — Maplebear / Instacart; grocery delivery * **$LIME** — Neutron Holdings; micromobility * **$RYDE** — Ryde Group; Singapore ride-hailing + delivery * **$MRT** — Marti Technologies; Türkiye ride-hailing + delivery * **$UBER** — obviously the elephant in the room What makes **$MRT** interesting to me is the growth. Q1 revenue jumped **156% YoY to $15.4M**, and the company is scaling ride-hailing across Türkiye. Not saying all of these are buys — they have wildly different valuations, markets and risk profiles. But if you're bullish on the continued growth of app-based transportation and last-mile delivery globally, there’s a lot more to look at than just $UBER. Curious which one WSB thinks has the most asymmetric upside.

•r/pennystocksSee Comment

I'd watch GRAB instead

Mentions:#GRAB
•r/pennystocksSee Comment

Thoughts on GRAB?

Mentions:#GRAB
•r/wallstreetbetsSee Comment

perhaps it time to delist GRAB?

Mentions:#GRAB
•r/wallstreetbetsSee Comment

**AAL** ^(21 AUG 15c) **BSX** ^(15 JAN 60c) **GRAB** ^(16 OCT 4c) **NU** ^(18 SEP 15c) **PEP** ^(18 SEP 155c)

•r/wallstreetbetsSee Comment

long calls on NU and GRAB

Mentions:#NU#GRAB
•r/investingSee Comment

$GRAB

Mentions:#GRAB
•r/stocksSee Comment

And UBER Owns a large % of GRAB.

Mentions:#UBER#GRAB
•r/stocksSee Comment

GRAB business model is little bit different, they want to be super APP. And Grab bought UBER business in South East Asia

•r/stocksSee Comment

How does GRAB fit into all of this?

Mentions:#GRAB
•r/wallstreetbetsSee Comment

🥭: GRAB HER BY THE HORMUSSY WSB: why would Korea do this

Mentions:#GRAB
•r/pennystocksSee Comment

Some other interesting value penny stocks I've found are **$CIG**, **$TKC** & **$SBS** (almost penny stocks, defensive, dividend payers). **$BBAI** gets more interesting the lower it goes. **$BBD** & **$BHC** are 2 other defensive dividend payers. **$GDRX** & **$GRAB**, 2 other household names. **$XRX** seems to hold up strong... **$BMBL** is still the wild card 🤙

•r/stocksSee Comment

GRAB

Mentions:#GRAB
•r/pennystocksSee Comment

Funny I was looking into GRAB yesterday. But they have been very steady lately. Like its not going up or down. And that put me off little bit.

Mentions:#GRAB
•r/pennystocksSee Comment

GRAB

Mentions:#GRAB
•r/pennystocksSee Comment

GRAB super undervalued

Mentions:#GRAB
•r/wallstreetbetsSee Comment

INFQ and GRAB are gonna make me 10x my account. Can’t wait!

Mentions:#GRAB
•r/wallstreetbetsSee Comment

TTWO MSFT GRAB EOY I will be shitting on this whole sub 😤

•r/pennystocksSee Comment

have a weird gut feeling about $GRAB but literally nothing else to go on with it. Gonna buy a few shares. 

Mentions:#GRAB
•r/wallstreetbetsSee Comment

It's 2030. You just closed the door to your newly purchased Lambo, you like it but not as much as your other three. You toss the keys to a peasant, probably someone who doesn't even check Wallstreetbets for advice lmao. It explains why they work as your personal servant to park your car, worth more than their house (if they have one). You open the door to the 5 star restaurant, the one that you don't even need a reservation for, because you're just that filthy rich. You inhale deeply, ready to savor that rich dining smell, and listen to the pompousness of the rich, your peers. But the smell, it's off. Kind of stale. You start to hear a belligerent voice, so out of place.... "DAMNIT CARL JUST GRAB THE PATTIES, CLOSE THE DOOR, AND PUT THEM ON THE GRILL. STOP TELLING EVERYONE ABOUT HOW SELLING MICRON AND GOING ALL IN ON SPACEX WAS THE PLAY. AND I TOLD YOU TO STOP WEARING YOUR "MUSK DADDY" SHIRT TO WORK. THIS IS A WENDYS, THE SECOND LARGEST COMPANY IN THE WORLD, SECOND TO MICRON OF COURSE. LOOK AT JIMOTHY, HE'S ACTUALLY MENTALLY HANDICAPPED AND DOES A BETTER JOB THAN YOU. HE ALSO OWNS THIS FRANCHISE BECAUSE HE ACCIDENTLY INVESTED IN IT INSTEAD OF APPLYING AT FIRST 5 YEARS AGO. NOW GO PUT THE FRIES IN THE FUCKING BAG." You smile to yourself, knowing Musk would get you to Mars one day. They'll see, they all will.

•r/wallstreetbetsSee Comment

Why did I get a GRAB call for July. I don’t even remember getting this

Mentions:#GRAB
•r/wallstreetbetsSee Comment

Your read is probably right. The Broadcom earnings story was the surface narrative but this is the deeper rot underneath it. When Kraft, McDonald’s, and Whirlpool all use the same language in the same week, that’s not coincidence — that’s a synchronized signal from three completely different consumer sectors all saying the same thing: the American consumer is tapped out. Kraft is staples, McDonald’s is the cheapest restaurant option that exists, Whirlpool is big-ticket household. When McDonald’s is struggling, you’re not in a soft landing anymore. The Iran war connection is the part your system should flag. Whirlpool explicitly naming the Iran war as a sentiment killer ties directly back to your geopolitical thesis. Elevated oil prices from the ongoing conflict are functioning like a hidden tax on every American household — they’re spending more on gas and energy, leaving less for everything else. That’s deflationary for consumer discretionary and inflationary for energy simultaneously. What this means for your portfolio specifically: BYND and ADM are exposed here. If consumers are cutting spending, alt-protein premium products get cut first. BYND was already on life support thesis-wise. This doesn’t kill ADM but it’s worth noting. Your water, defense, and AI positions are largely insulated from consumer spending cycles. GRAB and SE are Southeast Asian consumers, not American — different dynamic entirely. The Iran thesis just got stronger. Consumer pain from elevated oil = NE and CIBR continue to benefit.

•r/stocksSee Comment

$GRAB - Billions in cash, profitable, guiding to over $4 Billion in revenue this year ($955M in Q1) - which is a significant jump from 2025. Amazed it’s under $4. Overweight ratings, etc. NFA.

Mentions:#GRAB
•r/wallstreetbetsSee Comment

Grab some GRAB - send to moon 🚀 - thanks 🙏🏻

Mentions:#GRAB
•r/wallstreetbetsSee Comment

Any of you regards buying $GRAB? thinking about picking up calls.

Mentions:#GRAB
•r/wallstreetbetsSee Comment

GRAB

Mentions:#GRAB
•r/stocksSee Comment

Regulation risk is definitely one of the main things to watch with GRAB, especially in Indonesia. Completely fair point. But my thesis is that GRAB’s scale, brand and ecosystem strength matter enormously long term in Southeast Asia. Ride-hailing alone is not the interesting part to me anymore. It’s the combination of mobility, food delivery, grocery, payments, financial services and local services all sitting inside the same app. That ecosystem is already deeply integrated into daily life. Myself, and basically everyone I know in SEA, use multiple GRAB services almost daily. Not just rides, but food delivery, payments, shopping etc. In many places it has become the default app people open without even thinking. The Robinhood case in Thailand shows this very clearly. SCB launched Robinhood with a model that, on paper, should have been extremely attractive. It was designed to help restaurants avoid the high commissions charged by GRAB and other delivery apps, and many restaurant owners loved the idea philosophically. But consumers still overwhelmingly stayed with GRAB. Even at Robinhood’s peak in 2024, it only reached around 2% market share, and the following year that reportedly fell to below 0.5%. To me, that says a lot about the moat. Even when a restaurant-friendly, commission-free alternative existed, users still chose the platform with the strongest ecosystem, driver network, convenience and habit formation. It’s not only Thailand either. Uber exited Southeast Asia years ago. Foodpanda’s parent company, Delivery Hero, has also been retreating, closing or selling their operations to Grab in several markets. Meanwhile GRAB has kept expanding and embedding itself deeper into everyday life across the region. I also know many restaurant owners in Thailand who complain that GRAB “rips them off,” but at the same time admit they don’t really have a choice because that’s where a large part of the customer flow comes from. So yes, regulation and commission caps are real risks. But the fact that restaurants dislike the fees and still feel forced to be on the platform actually shows how strong GRAB’s network effects already are. And regarding the “PC space,” I’m fully aware there are great opportunities there. I’ve had and still have multiple investments in that space which have generated 7-digit profits for me. For me it’s not either/or. I’m diversified across sectors, and I’m comfortable with GRAB being around 4.5% of my portfolio because I see it as a long-term SEA platform / super-app investment, not just a ride-hailing stock.

Mentions:#GRAB#SEA#PC
•r/stocksSee Comment

Haha I would not hold my breath for it as there are other compelling opportunities in the PC space at the moment. But I am certainly impressed by how much conviction you have in GRAB to amass a stake exceeding 500k USD haha. Being a user and a frequent traveller around SEA def did not give me confidence in that, not after IN's recent ruling limiting the comms that ride hailing app can make from each trip.

Mentions:#PC#GRAB#SEA
•r/wallstreetbetsSee Comment

GRAB looking better and better every day. I think I'm going to buy more.

Mentions:#GRAB
•r/wallstreetbetsSee Comment

Grab some GRAB while the getting is good (bag holder here)

Mentions:#GRAB
•r/wallstreetbetsSee Comment

tbh I like GRAB more

Mentions:#GRAB