Listen "Grab (GRAB) | Deep Dive"
Episode Synopsis
Grab is a southeast Asian super-app. The company will go public via a SPAC whose current ticker is AGC. Grab offers ride-hailing, mobile payments, food delivery, shopping, and even investing. Grab is attempting to let users have access to everything on their phones. Listen in as Ian, Brett, and Ryan dive into what the company does and how it may grow from here. As always enjoy the show!
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Timestamps
Company Background | (2:43)
Industry | (6:09)
Management & Ownership | (7:32)
Valuation | (9:50)
Earnings | (11:03)
Balance Sheet | (13:06)
Our Analysis | (14:48)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308
Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: [email protected]
Timestamps
Company Background | (2:43)
Industry | (6:09)
Management & Ownership | (7:32)
Valuation | (9:50)
Earnings | (11:03)
Balance Sheet | (13:06)
Our Analysis | (14:48)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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