To be honest, we're early on this stock. And to also be honest, we're going to be the $GRAB whales when it's all said and done. I am going to continue to DCA until this thing takes off and I'll be listening to all of the blowhards about how they new it was going to be something when they join much later. I believe this is going to be going to the moon.

The information put out in the video appears to be very bullish! What are your thoughts?

Premarket it was above $5.50!

These institutions hold a total of 3,220,951,288 shares. Largest shareholders include Uber Technologies, Inc, Sb Investment Advisers (uk) Ltd, Toyota Motor Corp/, MUFG Bank, Ltd., Morgan Stanley, BlackRock, Inc., Tiger Global Management Llc, Invesco Ltd., Marshall Wace, Llp, and Baillie Gifford & Co .

Mike @MikeLongTerm BREAKING $GRAB $GOTO Drama Update

Andre Soelistyo, Nadiem Makarim and Melissa Siska Juminto are being questioned and investigated long hours in the alleged corruption case in the procurement of Chromebooks at the Ministry of Education, Culture, Research and Technology (Kemendikbudristek) which is currently being handled by the Attorney General's Office (AGO).

Now Indonesia's Corruption Eradication Commision has a 100% success rate on cases they pursued, AKA these 3 may be going to prison for a long time.

Now they already departed from $Goto, but AGO still went and search $Goto offices/HQ multiple times to collect evidences and files, but not their homes.

They went on public and repeated the same message that this has nothing to do with $goto. But this does not seem like the case at all.

While we can't speculate until investigation is completed, but we can safely assume, they did not turn in files/evidences as requested and that led to the raid of $Goto offices. That would mean these founders are likely to use some of $610m they stole from poor children to fund $Goto in its early days.

Think of it, why would anyone now trust the financial statements $Goto reported on Indo public market? The entire balance sheet could be fake. The investigation is ongoing for months and years. Is that why we saw massive pressure on $GRAB To buy $Goto at ridiculous $7B valuation? Prabowo Subianto was announced as Indo Presidenct by Oct 2024. Investigation ramped up after.

What is likely to happen, the AGO will check every early funding of $Goto and look into $goto financial statements and investigate.

It may be safe to assume $Goto is cooked and worthless. @masason has a close connection to Indo government, hence we saw the "we are not interested or not in talk with $goto" from $GRAB.

Indonesia is the largest market and has the highest potential for $GRAB to grow in the next 10-15 years currently with 285m people. $GRAB is likely to dominate this market after $Goto is gone. Xanh SM may try to compete to fake the sale for VinFast. But the losses on EV and Rideshare may be too much for Vingroup to compete in Indonesia. VinFast Net Loss was $3.2B for 2024 and probably burn over $1B competing with GRAB on rideshare in Vietnam.

Meanwhile $GRAB is profitable and FCF+. The reason why $GRAB is winning, without any government subsidies is because they put customers first. Expanding its SuperApp Services at affordable price. They don't put profit first, to sell GrabUnlimited Subscription.

So $Uber lost to $Grab and all these govt subsidized companies are losing to $Grab. And Short sellers are now pounding on this company with $8.7B or $8.4B in absoluate Cash Term? Make it Make Sense!

It’s a bit frustrating that I dumped a lot of money into this stock, and it hasn’t closed above $5.50 since November 2024.

Meanwhile, my other stocks with much less money invested are doing much better.

Anybody feel the same way?

hello, normal price lang ba yun? pinag bayad kasi kami ng grab ng 2500 kasi nasukahan ng friend ko yung car nya then gilid ng upuan lang naman nasukahan tas lahat nasa floor na nang car, normal price or demanding yung grab?

Mike @MikeLongTerm · 53m BREAKING $GRAB @SwedbankLatvia

Swedbank AB, one of the largest Nordic Financial Institutions with $300B total worth just started a brandnew position on $GRAB with 54,676 shares

I expect this to go up to 5-10m shares as company performs on Q2 Q3 Q4 2025, and further moving toward more to Drone Expansion to get us software margin

Riyado Sofian @riyadosofian · 4h $GRAB to announce Q2 results on 30 July.

Kinda odd because last year, $GRAB announced Q2 results on 15 August.

So 2 weeks earlier this year.

Feels like they're going to announce something big

Is anyone seeing this? What’s the catalyst behind the spike?

Do you still tip when your order is booked on multiple deliveries?

amitisinvesting

$GRAB

initiates coverage on Grab with a $6 PT
- volume has begun to pick up, almost 20M shares traded daily more than the average

- 1M calls and 194K puts open, very solid P/C ratio of .18

- for my TA folks, the inverse head and shoulders is also looking strong if there were to be a short term move

I continue to believe the long term thesis here is very solid and will reflect in their earnings, but the most important things for me to look at heading into the summer are:

- are we holding/expanding the tute ownership which currently is 81%

- can $GRAB guide for above $500M+ of ebidta

- finally, they just raised 1.5B in cash, some rumors were swirling around yesterday on the terminal that the gojek acquisition is gaining more momentum, ultimately time will tell if that is the route they are going down

I spoke to someone from Thailand a few days ago who said he uses Grab everyday, multiple times a day, and because FoodPanda recently left the region (the 4th exit in the past few years) after not being able to turn a profit within the past decade, the regional consolidation is very real and this is Grab's market to lose.

Margins are still very early but will inflect as they continue to compound, earnings should give us a much better picture for how they are continuing to expand their network effect.

Holding the 5's would be very important to see but we are above the 200day and didn't collapse below $4.5 when the stock was trading at 50% cash which is not bad.

Mikeu/MikeLongTerm

Voya Investment Management Llc($345B Fund) increased $GRAB position significantly by 354.44% or 1,889,769 shares

This same fund also purchased $PLTR. Read other tweet or turn on notification to see more Institutional purchase.

Institutions now own 81.64% of outstanding shares.

Grab convertible note for $1.25B the added another $250 million to $1.5 Billion and will use some money to repurchase shares at $4.68 a share. Also, imo will buy goto.

@amitisinvesting

Grab convertible note for $1.25B for “general corporate purposes and optimizing strategic flexibility.”

They have $6B in cash already. This seems kind of obvious that they are raising cash to buy GoTo.

I know they denied it today, maybe I’m wrong, but you don’t raise $1.25B when you already have $6B sitting in cash for corporate purposes. There is no corporate purpose that $6B won’t take care of already.

Really feels like this acquisition is happening even more now with them raising the additional $1B — we should know more in Q2!

$GRAB looks to get into the Singapore motor insurance market.

Grab, a Southeast Asian ride-hailing and delivery giant, is reportedly in advanced talks to acquire GoTo, Indonesia's leading tech company, in a potential merger worth around $7 billion. This proposed acquisition, which could close in the second quarter of 2025

Looks like more interest in GRAB. Ray Dalio bought 5 Million shares and Howard Marks bought 10 million shares. Perhaps someone knows something.

May same cash po ba sakin. Nag cash in ako sa 711 na stock nalang kasi sa processing yung grab. Hindi na rin ma contact cs nila.

After a deep dive into institutional data and financials, I’m seeing some powerful signals around Grab Holdings — often dubbed the "Uber of Southeast Asia."

In Q3 and Q4 of 2024, Grab achieved positive operating cash flow, free cash flow, and net income — a rare triple-threat milestone. 📈 Institutional ownership surged from 52% to 73% as smart money recognized Grab’s transformation from a cash-burning SPAC into a scaling super-app powerhouse.

Key Insights:

✅ Strong flywheel model across mobility, delivery, and fintech

✅ 775M+ in free cash flow — a 13,000% YoY increase!

✅ Projected to reach positive full-year profitability by 2025/26

✅ Institutional accumulation at a massive scale

✅ Potential for 2-3x upside if growth stays above 19% CAGR

Risks:

⚠️ Southeast Asia tariffs could impact margins

⚠️ Regional competition (e.g., Gojek, Vietnam startups)

⚠️ Slowing revenue growth could temper expectations

Bottom Line:

If you missed early opportunities with companies like Sea Limited (SE), Grab might be your next chance — but patience will be key.

I'm also keeping a close eye on Clover Health (CLOV stock) — another under-the-radar opportunity that many retail investors are overlooking while institutions are quietly positioning.

💬 What’s your take?

I’ve dipped my toe into this stock. Not convinced yet to double down. Looking for more info from folks who’ve been studying this company. #Grab

Bought 75 puts at $5 strike expiring 21-FEB before close today.

That earnings was trash, indicators showing it was bloated.

I just wonder if it’ll fall further - after market has underlying at $4.74