$GRAB stock decline explained:

You and @MattSevenich are my go-to finance accounts for $GRAB breakdowns like this.

Is there any web site which explains the stocks this well Business Competition Margins Risks etc

Growth was 20%, now 8%. The only thing still compounding is the length of the explainer video

I'd like to push back on one point in your analysis, Brian. Although Uber is returning to a number of regions globally, Delivery Hero is only active in a few countries in Southeast Asia, none of which are part of the Grab territory that Uber previously abandoned. The effects of higher oil prices due to the Iran conflict are definitely being felt on the ground here in Chiang Mai, Thailand. I continue to hold Grab as a conviction idea (I use it all the time - I crossed 10,000 shares at $3.53 avg. price last week) and they just upped their long-term CAGR guidance to 30% plus. So even with the recent share price weakness, growth remains a compelling theme here.

A classic case of market reality checking ambition. Here's to resilience in the wild world of finance.

Should I buy it?