$Grab Holdings(GRAB.US$ acquired Chope to enhance their product.
I noticed in recent quarters that Grab has been trying to diversify away from deliveries alone.
They’re trying to include features to enhance dine-in orders. IMHO , right now it’s pretty non-functional for my area.
Perhaps this acquisition that improve the feature?
I will keep paying attention.
I noticed in recent quarters that Grab has been trying to diversify away from deliveries alone.
They’re trying to include features to enhance dine-in orders. IMHO , right now it’s pretty non-functional for my area.
Perhaps this acquisition that improve the feature?
I will keep paying attention.
![Grab Continues Shopping](https://sgsnsimg.moomoo.com/sns_client_feed/104595462/20240723/eecd8cde0f9a2dd2a79a45be4632edfc.jpg/thumb?area=104&is_public=true)
![Grab Continues Shopping](https://sgsnsimg.moomoo.com/sns_client_feed/104595462/20240723/689ddb93c717ff59a10aa63ee4e84223.jpg/thumb?area=104&is_public=true)
3
$Alphabet-C(GOOG.US$ big moves to enhance their AI and Cloud Computing infrastructure with strategic mergers.
Also continues to chip away at TikTok’s market share with YouTube shorts.
Will Alphabet continue it’s dominance?
Also continues to chip away at TikTok’s market share with YouTube shorts.
Will Alphabet continue it’s dominance?
$Duolingo(DUOL.US$ down hard this past 1M.
Can’t say I feel good. But at the same time I don’t feel bad either.
They’re still profitable, DAUs are still growing, and they have plenty of room for improvement.
Organic Engagement on Socials are still pretty good too. If you’re in it for the short term, best stay away.
Can’t say I feel good. But at the same time I don’t feel bad either.
They’re still profitable, DAUs are still growing, and they have plenty of room for improvement.
Organic Engagement on Socials are still pretty good too. If you’re in it for the short term, best stay away.
6
$WEBTOON Entertainment(WBTN.US$
I am so late to the game. Just realized that one of my most favourite sources of daily entertainment has gone public!
I know it’ll get tons of revenue. However, I’ll just keep it on my watchlist for now. Need more financial data before I can make a rational decision.
I am so late to the game. Just realized that one of my most favourite sources of daily entertainment has gone public!
I know it’ll get tons of revenue. However, I’ll just keep it on my watchlist for now. Need more financial data before I can make a rational decision.
![The App that Has Been A Black Hole for My Wallet](https://sgsnsimg.moomoo.com/sns_client_feed/104595462/20240711/88105219e43ce78e652df7373a7ffd42.jpg/thumb?area=104&is_public=true)
3
I understand the need to cash out, but having so many cash out at the same time in huge amounts is painful man.
However, business and finances wise, Duo is still pretty solid imo.
Growth has slowed down, but the base comparison was also very high. Unrealistic to maintain it every year.
The question now is this, is this an opportunity to buy at a low valuation? Or is it a value trap?
Maybe it’s a red flag?
For now, I’m still in the opinion that it’s an opportuni...
However, business and finances wise, Duo is still pretty solid imo.
Growth has slowed down, but the base comparison was also very high. Unrealistic to maintain it every year.
The question now is this, is this an opportunity to buy at a low valuation? Or is it a value trap?
Maybe it’s a red flag?
For now, I’m still in the opinion that it’s an opportuni...
![Duolingo Top Execs Causing the Dip](https://sgsnsimg.moomoo.com/sns_client_feed/104595462/20240706/f3167ede53de7602c2a24e08e13542a1.jpg/thumb?area=104&is_public=true)
5
About the Investment Clock.
If I understand it correctly, it seems like were in the reflation stage.
Which means bonds should be the focus, or perhaps we should preemptively buy stocks that are trading at a fair price before they boom?
If I understand it correctly, it seems like were in the reflation stage.
Which means bonds should be the focus, or perhaps we should preemptively buy stocks that are trading at a fair price before they boom?
2
+64% growth YoY with GXS alone. Sounds impressive to me.
Wonder how this number will change when GXB starts disbursing loans as well.
Wonder how this number will change when GXB starts disbursing loans as well.
![Grab Loan Portfolio Improving Significantly](https://sgsnsimg.moomoo.com/sns_client_feed/104595462/20240517/13b5804aabbd795f20b884f37bf96074.jpg/thumb?area=104&is_public=true)
4
4
Reminder to myself:
Have a plan. Follow it. Don’t get greedy.
Your time will come.
I love these easy to understand tutorials that Moomoo makes. Thank you to the team for making them!
Have a plan. Follow it. Don’t get greedy.
Your time will come.
I love these easy to understand tutorials that Moomoo makes. Thank you to the team for making them!
![Reminder to Self](https://sgsnsimg.moomoo.com/sns_client_feed/104595462/20240407/3e1d7016d02e5d2d80e5da55dca93992.jpg/thumb?area=104&is_public=true)
This is bullish news to me.
Excited to see how this turns out
Excited to see how this turns out
JudeRB OP Feizal : Well I’m no expert so I can only make assumptions.
But, we know that Deliveries is still 50% of Grab’s revenue. Any user of the app will know that it’s mostly food deliveries. So I believe Grab is trying to give us even more reason to use the app for food related reasons.
So the food related verticals would probably be: Take-outs, Groceries, Dine-in.
Maybe someone on Grab is annoyed to see QR code menus being rampant in a lot of restaurants? So perhaps, they feel like they can do this better?
Adaptation would probably be easy since so many F&B’s already utilise Grab