Average_JoeS
2021-11-11

$Altimeter Growth Corp.(AGC)$Sharing is caring.IMO, I could be wrong. As a shareholder, I have been using Grab Pay, transport, food.  To show my support in driving utilisation for AGC/Grab. All shareholders should too ;) Ecommerce is a bleeding business, no company has made a profit and Grab is right not to venture in. Transportation should be profitable. The next vertical is Grab Finance, highly regulated but yet highly profitable if done right, that means highly scalable. Long term man. Don’t trade, invest in this ticker. Like i said, I am no expert. Just an average Joe. 

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  • Max87
    ·2021-11-12
    @Tothemoonz competition is heating up to be honest. GRAB’s advantage is that its one of the best well prepared conpanies out there to tAke advantage of rapid diGitalizatioN.
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    • Average_JoeS: 
      I must say they are well position eapecially with the higher management. It was a good line up with great track records. Lets hope the execution goes well after this IPO.
      2021-11-12
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    • ken3355: 
      So much competition around for all the areas they are involved in. they only IPOed cuz forced by UBER to IPO. if not they owe lotsa money to UBER for their gracious exit.
      2021-11-12
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  • Max87
    ·2021-11-12
    @ken3355 good luck invEsting in Toyota ya you must be doing really well with the recent doWnwarDs guidance
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    • Max87: 
      which comPany do you hold then if ita not traditional ?
      2021-11-12
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    • Max87: 
      Actually i forgot cause I Study it back in Q2 but roughly there la its a few years For sure
      2021-11-12
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    • ken3355回复Max87: 

      I do not invest much in traditional companies. Not hating the stock. Just the valuations already baked in everything that is for the future.

      2021-11-12
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  • Max87
    ·2021-11-12
    Hope Alex is the right guy to improve their operational key indicators & UseRs & drivers will know wheTher They’Re working or not 😁 just my two cent…. hope it gives more claRity to you.
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    • Max87回复Average_JoeS: 
      Cheers
      2021-11-12
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    • Average_JoeS: 
      Yup, The appointment of Alex in my opinion was a good move. his track record at SATS was incredible. Lets hope he can turn things arouNd with Other executives to propel Grab.
      2021-11-12
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  • ken3355
    ·2021-11-12
    Hope u know what you use doesn't necessarily mean it's a good company to invest in. The resson why i am posting this is because it will be so sad to see many locals bag hold this when the time comes.
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    • Average_JoeS回复ken3355: 
      I hope to be wrong on SEA as i am vested in it too. Just could not see how long they can continue to burn in Ecommerce and the life span of gaming (Cash cow) to sustain.
      2021-11-12
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    • ken3355回复Average_JoeS: 
      i think you misjudged sea as having no moat. shopee i agree. if you ask around with regards to garena and free fire game with the younger generation, you will notice the free cash flow there.
      2021-11-12
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    • ken3355回复Average_JoeS: 

      Not to forget $SE direct competition with Grab for digibank. Already seen many shops ditched grabpay for shopeepay. Even banks are strengtening their digi systems to prepare for the fight.

      2021-11-12
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  • Max87
    ·2021-11-12
    My only concern is their operational side truly require improvement esspecially customer service but AnthoNy Tan has Address it with Appointment of Alex huntingaTes (from SATS sg)
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  • Max87
    ·2021-11-12
    @ken3355 all growth stocks are not profitable & all new industries are Still not too. but does that mean we should not invest in it ? You must be one of those that is still warming the bench lol
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    • Max87: 
      Err i dint work for grab lol but i Just think they’Re prime to take advantage of chaNge in Economic fundaMental Of F&B fintech delivery etc.
      2021-11-12
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    • ken3355: 
      there are growth stocks that can be profitable.  noted i didn't say it's not a good company. I'm talking about valuations. don't be blinded by your own biasness just because you enjoy your work.
      2021-11-12
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  • Average_JoeS
    ·2021-11-12
    Thanks for pointing this out. kakao is limited to just its domestic market (max 50 million) Where Grab is targetting 600 million users. And still very infancy stage
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    • ken3355: 
      i pointed out kakao because they are the rare few that took years and years to be profitable. many in SEA are still unbanked. It doesn't mean Grab will change it. Why invest in something unknown?
      2021-11-12
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    • ken3355: 
      Grab has no strong moat in all areas that they are in. will you put all your savings in grab bank? will you? compared to the big 3 banks for example.
      2021-11-12
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  • Max87
    ·2021-11-12
    Today i’M a grab driver i can Do everytHing including deliverign parcel, mail, people, food, groceries all in one platform. & i know i’M coverEd by GRAB Seed fund. I BeLieve this is their advantage
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  • Max87
    ·2021-11-12
    This seed fuNd will be there to provide financial support if these workers ever need it (more clarity to be Given hopefully) they Didnt say mUch abt it yet
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  • Max87
    ·2021-11-12
    Because they’ve the Biggest hoard of drivers out there to do everythign for them. With the merger they’re also buIlding a seed fund For these geek economy workers eg. grab driversEtc
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  • ken3355
    ·2021-11-12
    You can check out kakao bank example. As an average joe, you earn average wage hence you must do above average due diligence. All the best.
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  • ken3355
    ·2021-11-12
    Do your research on digital banks and you will realize, almost none are profitable.
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