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$GRAB Secret Sauce 🧵 How this company will thrive to $300B MC and beyond! It took me a while to gather the material for this thread. I will link down below other threads I talked extensively on all current and future $GRAB services to avoid making this thread too long. It is very important to understand product roadmap on the SuperApp, and how it will make money over the long-term, and transfer that value creation to shareholders. The closest analogy for new investors to understand is Amazon obsession over customers where $AMZN makes a little bit of money on each transaction to break even, but make the most money on Prime Membership. Or Costco obsession over customers where $COST makes 10-15% margin or lower on most products to break even on operation, but to make the most money on Costco membership fees. Jeff Bezos famously said "investors should invest in the company that obsesses customer experiencein the long term, there's never any misalignment between customer interests and shareholder interests!" The TLDR version: Being Customer Obsessed over Competition. We never heard much where Anthony Tan described or bitter about competition. Because Anthony does pay attention to competition, but he is more focused or obsessed on how to serve customers better at the lowest price possible, those that pay for $GRAB services. It is not just a business, it is a mission from first day of $GRAB or formerly known as MyTeksi. Anthony Tan and Co-founder Hooi Ling Tan both met at a class “Business at the Base of the Pyramid.” This class shaped the years of $GRAB success and today mission, creating a valuable business servicing the mass market, the lower income communities. Now, lets start with Customer Obession. $Grab does not see just users as customers, Anthony Tan views drivers, merchants, and partners are customers as well for long term success of the company. This is a big differentiator that contributed to GRAB success today. A. Hyperfocus on users: Grab emphasizes safety, with 99.9% of rides completed without incidents, and offers affordable options like Saver rides (26% of mobility transactions, 1.5X higher order frequency) alongside high-value services like Premium Rides and GrabUnlimited (3.7X more frequent usage, 2X higher retention). This likely enhances user satisfaction and retention, driving revenue growth, as seen in their Q1 2025 earnings of $773 million, up 18% year-over-year. But it does not stop at rides, it translate this obsession into food/grocery/financial and other services. Anthony Tan centered $GRAB success on affordability and reliability over the long-term since its early startup day. Essentially, the long-term TAM for servicing 2- 3 billion people is to get 30-50% of them on GrabUnlimited. Now it is $4.99 a month, will probably be adjusted to $7-$10 adjusted to inflation 10-15 years from now or around $7-$10B or more subscription revenue straight to net income B. Hyperfocus on Merchants: Grab has significantly focused on merchant growth as a core strategy to expand its ecosystem, particularly through its GrabFood, GrabMart, and financial services like GrabFinance. The reason is simple, these merchants/businesses are bringing in user growth. Businesses also pay GRAB on ea transaction very well, and at the same time using Cheap Loan(provided by Grab) to expand, and pay on GrabAds(this will have the highest margin after GrabUnlimited up to 50-60%). Grab also investing heavily on #AI to help merchants with OpenAI and Anthropic partnerships. The impact is unreal with this core strategy, many merchants today have more than 50-60% of its monhtly sales from $GRAB SuperApp(grew from 10-15% in 2021-2022). This approach has positioned Grab as a leader in Southeast Asia’s on-demand market, with significant potential for further expansion as it continues to innovate and optimize C. Hyperfocus on Drivers: In today world, you will never see $uber or Lyft talking about seeing drivers as customers. GRAB is the only company that sees Drivers as customers, and this focus is critical to maintaining a robust supply of driver-partners to meet consumer demand for ride-hailing, food delivery, and other services. Grab has scaled its driver network significantly since going public day with 5-6m registered driver-partners. Expanding rental/low fee fleets to secure drivers, creating stable employment in its current 8 countries. President Ferdinand R. Marcos Bongbong Marcos recently acknowledged $GRAB's significant impact on employment in the Philippines. All of 8 countries Grab operates in, all presidents and PM have praised Grab contribution on employment in their countries. GRAB makes its the company mission to expand more drivers registered on $GRAB SuperApp. Last Fun Fact, GRAB drivers in its 8 market have much higher income than BA degree holders and in many cases x2 or x3 the average salaries due to Grab Dynamic Pricing to bring supply and demand back to lowest price. AKA when demand is mad high, price will be higher to attract more drivers to bring down price. Drivers financial success is Grab long-term success. Conclusion: Grab's SuperApp success, as evidenced by Q1 2025 financials, is tied to putting customers, drivers, and merchants first. Their focus on safety, affordability, financial inclusion, and upskilling creates a robust ecosystem, reflected in increased MTUs, revenue growth, and profitability. The SuperApp will expand to 3 billion people TAM or more over the long term. 1. User Growth(Transactional Users) 2. GrabAds (expanding beyond SuperApp into Physical Grocery/Fleets) 3. GrabUnlimited( Expanding valuable services/features to make it stupid not to have it) Over the long-term, $GRAB will expand beyond SuperApp. Just like when Amazon has some spare computer capacity and decided to rent it out and became the AWS today, which is a behemoth that's now >4 times bigger than its original shopping business. No, I'm not saying $GRAB is the next Amazon. I'm telling you that with this "Secret Sauce" strategy of customer obsession, Anthony Tan can expand to other ventures with the massive FCF+ and profitable SuperApp to fund it. Disclaimer: I do own a large position in the Private Portfolio, and currently 100% on $GRAB on small public portfolio. This is the public portfolio where I contribute $500-$1000 of my own money. This public portfolio is not intended to be just 100% pure $GRAB, but it is the first position. I will try to keep it under 10 companies, and high quality growth businesses ONLY. I will not bother with garbage or hyped businesses where people just hype x10 x100 x1000 next week/year. You can follow others for that. Everything I wrote here is NOT Financial Advice! Source: Private Sources, Grab Dot Com, Webull, TOS, Bloomberg, Various Asian Media Outlets, Youtube, Anthony Tan, WSJ, Financial Times, Yahoo, Reuters, Jakarta Globe...

Mike

209,603 views • 1 year ago

PREDATOR EXPOSED IN A FINANCIAL AUDIT 💀!!! Caleb Hammer says that it is completely inappropriate to perform sexual acts in the living room while a child is in the house, regardless of whether it was intended to be seen. Caleb Hammer: How do you get off on that unless you're a... No, because the way she... Woman: Because we had issues in the past with... issues. That we had already resolved, but then he kept... Caleb Hammer: In what? In what? No, no, no. Context, please. What issues would lead to that insinuation? Woman: My little sister spent the night one time, um, and he stayed in the living room and she walked out to go grab a drink and he was on the couch doing very inappropriate things. Proceeded to lie to me and my mom about it when she wanted to go home, and so then he tied me saying it was weird into the past experience. Caleb hammer : How old is she? Woman: At the time, she was like seven. Caleb: [Groans and ducks under the desk] Guys, what the f... No, no, no, no, no. Seven-year-old in the house? Why are you in the living room getting off? No, no, no, you don't do... No. First of all, I just got to note that literally nobody knew this, by the way. But, um... if a kid is in the house, we don't set up sexual exposures unless there's like a... intent to be caught in some way. Man: No, she... that must be... Caleb: No, no, no, no, no. Nobody sets out in the living room. Man: No, I was sleeping in the living room. They were sleeping in the bedroom. Caleb: Oh, you still go to the bathroom. As a masturbated myself, I know... Woman: And that's why I said it was one night, like, she was spending the night one night. Even if... Caleb: And what was he caught doing, specifically? Woman: Jacking off.
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PREDATOR EXPOSED IN A FINANCIAL AUDIT 💀!!! Caleb Hammer says that it is completely inappropriate to perform sexual acts in the living room while a child is in the house, regardless of whether it was intended to be seen. Caleb Hammer: How do you get off on that unless you're a... No, because the way she... Woman: Because we had issues in the past with... issues. That we had already resolved, but then he kept... Caleb Hammer: In what? In what? No, no, no. Context, please. What issues would lead to that insinuation? Woman: My little sister spent the night one time, um, and he stayed in the living room and she walked out to go grab a drink and he was on the couch doing very inappropriate things. Proceeded to lie to me and my mom about it when she wanted to go home, and so then he tied me saying it was weird into the past experience. Caleb hammer : How old is she? Woman: At the time, she was like seven. Caleb: [Groans and ducks under the desk] Guys, what the f... No, no, no, no, no. Seven-year-old in the house? Why are you in the living room getting off? No, no, no, you don't do... No. First of all, I just got to note that literally nobody knew this, by the way. But, um... if a kid is in the house, we don't set up sexual exposures unless there's like a... intent to be caught in some way. Man: No, she... that must be... Caleb: No, no, no, no, no. Nobody sets out in the living room. Man: No, I was sleeping in the living room. They were sleeping in the bedroom. Caleb: Oh, you still go to the bathroom. As a masturbated myself, I know... Woman: And that's why I said it was one night, like, she was spending the night one night. Even if... Caleb: And what was he caught doing, specifically? Woman: Jacking off.

Nuga

315,360 views • 3 months ago

UPDATE: Charlie Kirk Utah District Attorney discusses Tyler Robinson Text Messages.. and I’m sorry, it sounds like a bunch of baloney 🔻 Text Messages Robinson: "I have a chance to take out Charlie Kirk, I'm going to take it." Boyfriend: what? You’re joking right? Robinson: I'm still okay, my love, but stuck (not clear).. I've got to grab my rifle still. To be honest, I had hoped to keep the secret until I died of old age. I am sorry to involve you. Boyfriend: you were the one who did it, right? Robinson: I am. I am. I’m sorry. Boyfriend: I thought they caught the person? Robinson: no they grabbed some crazy old dude and interrogated someone in similar clothing. I planned to grab my rifle from my drop point shortly after. Most of that side of town got locked down. It’s quiet almost enough to get out, but one vehicle lingering. Boyfriend: why? Robinson: why did I do it? Boyfriend: yeah Robinson: I’ve had enough of his hatred. Some hate can’t be negotiated out. If I’m able to grab my rifle unseen, I will have left no evidence. Going to attempt to retrieve it again. Hopefully they’ve moved on. I haven’t seen anything about them finding it Boyfriend: How long have you been planning this? Robinson: a bit over a week. I can get close to it, but there’s a squad car parked right by it. I think they already swept that spot but don’t want to chance it. I’m wishing I circled back and grabbed it as soon as I got back to my vehicle. I’m worried what my old man would do if I didn’t bring back grandpas rifle. Idk if it has a serial number but wouldn’t trace to me. I worry about prints, I had to leave it in a bush where I changed outfits. Didn’t have the ability to time to bring it with. I might have to abandon it and hope they don’t find prints. How the F will I explain losing it to my old man. Only thing I left was the rifle left in the towel. The f’ing messages are mostly a big meme… judgement today, I’d say grandpas gun does just fine, I think that’s as a $2k scope. Robinson: Delete this exchange. My dad wants photos of the rifle. Grandpa wants to know who has what. The Feds released a photo of the rifle and it’s very unique. He’s calling me RN. Robinson: Since Trump got into office my dad has been pretty die hard MAGA. I’m gonna turn myself in willingly. One of my neighbors is a deputy for the sheriff. You are all I worry about love. I’m much more worried about you. Don’t talk to the media please, don’t take any interviews, or make any comments. If any police ask you questions, ask for a lawyer and stay silent.” I AM NOT BUYING IT…. YOU?

MJTruthUltra

1,188,532 views • 1 year ago

BREAKING: Utah County DA reads the full text message exchange between Charlie Kirk’s assassin and his transgender boyfriend/roommate after committing the murder: ROBINSON: "Drop what you're doing, look under my keyboard." ROOMMATE: "You are joking right?" ROBINSON: "I am still okay, my love. Shouldn't be long until I can come home, but I gotta grab my rifle still. To be honest, I had hoped to keep this secret till I died of old age. I am sorry to involve you." ROOMMATE: "You weren't the one who did it, right?" ROBINSON: "I am, I am, I'm sorry." ROOMMATE: "I thought they caught the person." ROBINSON: "No, they grabbed some crazy old dude, then interrogated someone in similar clothing. I had planned to grab my rifle from my drop point shortly after, but most of that side of town got locked down. It's quiet, almost enough to get out, but there's one vehicle lingering." ROOMMATE: "Why?" ROBINSON: "Why did I do it? I had enough of his hatred. Some hate can't be negotiated out. If I am able to grab my rifle unseen, I will have left no evidence. Going to attempt to retrieve it again. Hopefully they have moved on. I haven't seen anything about them finding it." ROOMMATE: "How long have you been planning this?" ROBINSON: "A bit over a week, I believe. I can get close to it, but there is a squad car parked right by it. I think they already swept that spot, but I don't want to chance it. I'm wishing I had circled back and grabbed it as soon as I got to my vehicle. I'm worried what my old man would do if I didn't bring back Grandpa's rifle. IDEK if it had a serial number, but it wouldn't trace to me. I worry about prints. I had to leave it in a bush where I changed outfits. I might have to abandon it and hope they don't find prints." "How the F will I explain losing it to my old man? Only thing I left was the rifle wrapped in a towel. Remember how he was engraving bullets? The F in messages are mostly a big meme. If I see notice bulge U-W-U on Fox News, I might have a stroke, all right, I'm gonna have to leave it. That really F in sucks. Judging from today, I'd say grandpa's gun does just fine IDK. I think that was a 2K dollar scope." "Delete this exchange. My dad wants photos of the rifle. He says, Grandpa wants to know who has what. The feds released a photo of the rifle and it is very unique. He's calling me, RN. Not answering. Since Trump got into office, my dad has been pretty diehard MAGA. I'm gonna turn myself in willingly. One of my neighbors here is a deputy for the sheriff. Again, you are all I worry about love. Don't take any interviews or make any comments. If any police ask you questions, ask for a lawyer and stay silent."

Benny Johnson

9,059,068 views • 1 year ago