$Altimeter Growth Corp.(AGC)$unpopular opinion: this merger with Grab is a shit one. Grab has great revenue growth but losses are increasing as well. I won't be surprise if this stock becomes like CCIV Lucid merger news: drop 50% after news. Just FYI.
$Altimeter Growth Corp.(AGC)$investor ppt out. At 1.6bn revenue Grab is valued at 25x P/S. Uber is only valued at 10x P/S... PIPE investors are very greedy!!
Alibaba's undervalueness is nothing new. Fundamentally I agree this company is severely undervalued. But the market is telling us otherwise. When BABA was 250 ppl were alr saying it's undervalued. Then it fell to 220 and even 200. So I think there is other factors other than fundamentals that is stopping ppl from buying Alibaba. Just my 2cents