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I never liked playing #monopoly kayo ba Grab Philippines? inDrive #marthstone #tipidtips #grabph #grabcar #indrive

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martin

19,828 subscribers

78,735 görüntüleme • 2 yıl önce •via X (Twitter)

OyunKomediYemek#monopoly#marthstone#tipidtips#grabph#grabcar#indrive
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Raphä Colby-Summers profil fotoğrafı
Raphä Colby-Summers2 yıl önce

@grabph @inDrive Kasabay sya ng Uber before so when Uber went gone, drivers transferred to InDrive. Kaya if you want pogi drivers, nandito sila. Hahaha

FanBoyDollArch profil fotoğrafı
FanBoyDollArch2 yıl önce

@grabph @inDrive Pinag compare ko sya, depende sa pupuntahan kasi pag malapit lang madalas same price lang. Mas mura lang kay InDrive pag malayuan na pupuntahan.

Ang Kuya Mong Bunso profil fotoğrafı
Ang Kuya Mong Bunso2 yıl önce

@grabph @inDrive Not always true na it's cheaper. Although the option to select the driver yourself is chef's kiss. Hope they keep it.

Blue 💧🐟🐟🐟🐟🌊 profil fotoğrafı
Blue 💧🐟🐟🐟🐟🌊2 yıl önce

@grabph @inDrive Great info … thanks 👌🏻

IamNatLooking profil fotoğrafı
IamNatLooking2 yıl önce

@grabph @inDrive I wish i saw this before booking my grab yesterday from marikina to airport which cost a whopping 821php baka for indrive would cost significantly less

Mikeeeeee🌐 profil fotoğrafı
Mikeeeeee🌐2 yıl önce

@javees_journey @grabph @inDrive Sa una lng yan. Ganyan din sa Moveit dati nung bago mas mura sya sa angkas. Ngayun same nlng.

mapulang paslit profil fotoğrafı
mapulang paslit2 yıl önce

@grabph @inDrive sige.. pero kiss muna 😜

h a r r y s e a n profil fotoğrafı
h a r r y s e a n2 yıl önce

@grabph @inDrive will download to prepare myself for my Manila trip

Michael profil fotoğrafı
Michael2 yıl önce

@grabph @inDrive Time to delete grab. Mas okay yung kita mo kung ilang drivers tapos bidding.

ジオ Gio 🍒 profil fotoğrafı
ジオ Gio 🍒2 yıl önce

@grabph @inDrive Ikaw lang naman pipiliin ko

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PH Carats: DK DK DK DK DK: Philippines Philippines Philippines Also DK: Magandang gabi! Kamusta kayo? Handa na ba kayo? Magsaya tayo! I love him so much 😭 petition to teach him lots of filipino words 😭🫶🏻 #SEVENTEEN_RIGHT_HERE_IN_BULACAN #SEVENTEEN_RIGHT_HERE
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PH Carats: DK DK DK DK DK: Philippines Philippines Philippines Also DK: Magandang gabi! Kamusta kayo? Handa na ba kayo? Magsaya tayo! I love him so much 😭 petition to teach him lots of filipino words 😭🫶🏻 #SEVENTEEN_RIGHT_HERE_IN_BULACAN #SEVENTEEN_RIGHT_HERE

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Ito ang Bagong Bangag Pilipinas 😂 Kiko Pangilinan risa hontiveros Jonvic Remulla I love Philippines ba kamo! eh pooootangina ninyo sobrang tahimik ng Pilipinas dba walang krimen,walang corruption, etc.. mga walanghiya kayo!!!
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Ito ang Bagong Bangag Pilipinas 😂 Kiko Pangilinan risa hontiveros Jonvic Remulla I love Philippines ba kamo! eh pooootangina ninyo sobrang tahimik ng Pilipinas dba walang krimen,walang corruption, etc.. mga walanghiya kayo!!!

Dalagang Pilipina 🇵🇭

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YourRage admits to accidentally playing D4vd's music at the end of his streams ‘‘I swear on my life people think I'm joking, I was playing his songs and never knew him by face I just liked his songs and even after his case I still played his songs after.’’
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YourRage admits to accidentally playing D4vd's music at the end of his streams ‘‘I swear on my life people think I'm joking, I was playing his songs and never knew him by face I just liked his songs and even after his case I still played his songs after.’’

veizau

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Nahihiya din ba kayo sa art niyo? May it be music, drawing, etc. Me I’m still learning to embrace my art in all its forms. And I hope to spread that message — to never be embarrassed of you.
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Nahihiya din ba kayo sa art niyo? May it be music, drawing, etc. Me I’m still learning to embrace my art in all its forms. And I hope to spread that message — to never be embarrassed of you.

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Something in the Way Butch recorded Kurt playing a 12-string never tuned on a couch MTV cut this from the original air date When I first heard this track I liked Nirvana even more
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Something in the Way Butch recorded Kurt playing a 12-string never tuned on a couch MTV cut this from the original air date When I first heard this track I liked Nirvana even more

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Ang sagwa talaga nitong project na ito. It never should been started in the first place. To think na 23 Billion na ang nagastos at ngayon tenga lang siya. Compare mo iyan sa 2 Billion na pondo na hinihingi ng DA para sa magsasaka. Hindi pa ba kayo pagod? New Senate Building | 🇵🇭 Philippines
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Ang sagwa talaga nitong project na ito. It never should been started in the first place. To think na 23 Billion na ang nagastos at ngayon tenga lang siya. Compare mo iyan sa 2 Billion na pondo na hinihingi ng DA para sa magsasaka. Hindi pa ba kayo pagod? New Senate Building | 🇵🇭 Philippines

Allan Jacob (艾伦·雅各布)

56,144 görüntüleme • 2 yıl önce

The guy in blue murdered the other guy, his friend, an inDrive driver for ritual purposes. I am really shocked by the extend of belief in kuromba and ritualism to get rich that’s pervading our young people. It’s a menace to this young generation. Their trust in njuzu, marine spirits, snakes and other dark reptilian rituals under the belief that they will become mbingas is shocking! Unfortunately it never gives them peace.
0:25

The guy in blue murdered the other guy, his friend, an inDrive driver for ritual purposes. I am really shocked by the extend of belief in kuromba and ritualism to get rich that’s pervading our young people. It’s a menace to this young generation. Their trust in njuzu, marine spirits, snakes and other dark reptilian rituals under the belief that they will become mbingas is shocking! Unfortunately it never gives them peace.

mmatigari

131,782 görüntüleme • 4 ay önce

I love “He About To Lose Me,” but I never loved how loud the background vocalist is throughout. I was playing around and made this, it’s all stripped back, it only has Britney’s vocals + the guitar! I liked how it came out, so I thought I’d share! ❦
3:49

I love “He About To Lose Me,” but I never loved how loud the background vocalist is throughout. I was playing around and made this, it’s all stripped back, it only has Britney’s vocals + the guitar! I liked how it came out, so I thought I’d share! ❦

TheOriginalDoll

30,683 görüntüleme • 1 yıl önce

Since last edition na daw ng the voice philippines sa abs.. I will list down my all time top 10 fave blind audition ever!! Have you seen bamboo got really emotional during the voice?? Never!!! Eto lang. my favorite audition ever!! This kid’s voice is Magical. Kayo sino fave niyo?
1:50

Since last edition na daw ng the voice philippines sa abs.. I will list down my all time top 10 fave blind audition ever!! Have you seen bamboo got really emotional during the voice?? Never!!! Eto lang. my favorite audition ever!! This kid’s voice is Magical. Kayo sino fave niyo?

Enchanting Star Mother Lily-Yoo

1,203,553 görüntüleme • 2 yıl önce

Rough translation(double check me 🙏)- “The Philippines was so much fun! I hadn’t attended a fan meet in about a month. If there’s ever an opportunity, I want everyone from everywhere to gather together in the Philippines and go wild! I was like, ‘I’m so famous in the Philippines, you know?’ I never realized I was still that popular until I went there. Filipino fans have energy similar to Thai fans—they love screaming, teasing and playing around. Their energy was really amazing. As for the Vietnam fan meet… it depends on you! If you’re wild, I’ll be wild too. If the Vietnamese fans bring that energy, I’ll match it. You have to experience it yourself—the Philippines was so much fun, and Vietnam will be fun too.” Lookmhee being so happy with the fan meet in the Philippines. She loved the energry and didn’t realize they were popular 🤣 Vietnam get ready to show the same energry, lmsy will match it and probably double it Go buy your tickets #LMSY #ลูกหมีซอนญ่า #Lmlookmhee
1:33

Rough translation(double check me 🙏)- “The Philippines was so much fun! I hadn’t attended a fan meet in about a month. If there’s ever an opportunity, I want everyone from everywhere to gather together in the Philippines and go wild! I was like, ‘I’m so famous in the Philippines, you know?’ I never realized I was still that popular until I went there. Filipino fans have energy similar to Thai fans—they love screaming, teasing and playing around. Their energy was really amazing. As for the Vietnam fan meet… it depends on you! If you’re wild, I’ll be wild too. If the Vietnamese fans bring that energy, I’ll match it. You have to experience it yourself—the Philippines was so much fun, and Vietnam will be fun too.” Lookmhee being so happy with the fan meet in the Philippines. She loved the energry and didn’t realize they were popular 🤣 Vietnam get ready to show the same energry, lmsy will match it and probably double it Go buy your tickets #LMSY #ลูกหมีซอนญ่า #Lmlookmhee

Kiki🐨🐰

53,985 görüntüleme • 3 gün önce

$GRAB| Why are u so bullish on this company? 70-75% market share heading to 90-95%(8 countries) after $GOTO Mobility/Delivery acquisition. For example like the Philippines, 92-95% in Mobility, and nearly 70% in Food delivery. Bears kept citing no MOAT, but GRAB kept taking market share from all competitors. Grab's integration of mobility, delivery, and financial services creates high user stickiness, making it harder for consumers to switch to single-service apps. I don't sell monopoly or the default choice of something. As the ecosystem grows, GrabUnlimited, Ads, FInancial Services and new higher margin services will generate massive FCF. 2026 is expected to generate $1B FCF or more. Where do you think this cash generation go?
0:32

$GRAB| Why are u so bullish on this company? 70-75% market share heading to 90-95%(8 countries) after $GOTO Mobility/Delivery acquisition. For example like the Philippines, 92-95% in Mobility, and nearly 70% in Food delivery. Bears kept citing no MOAT, but GRAB kept taking market share from all competitors. Grab's integration of mobility, delivery, and financial services creates high user stickiness, making it harder for consumers to switch to single-service apps. I don't sell monopoly or the default choice of something. As the ecosystem grows, GrabUnlimited, Ads, FInancial Services and new higher margin services will generate massive FCF. 2026 is expected to generate $1B FCF or more. Where do you think this cash generation go?

Mike

43,772 görüntüleme • 8 ay önce

👤: “Mayroon talaga kayo goals to bring the Philippines kung saan kayo papunta. Tama?“ 🐰: “Tama po….. Tama o Mali po ba?” 👤: “Tama o Mali lang.” 🐰: “Hindi, um... Parang feeling kasi namin, siguro tingin ng iba, we're just performers. I mean, we are performers, but with heart. And meron kaming goals. Siguro nung una, gaya nung lagi sinasabi ni Ate Jho, yung goal namin, makilala kami sa Pilipinas, suportahan kami ng mga kababayan namin, and then eventually, habang tumatagal, palaki ng palaki yung pangarap namin, kasi posible naman talaga siya. Walang imposible kapag talagang pinaghihirapan mo, and if you really believe na mangyayari ‘yun. Naks! “ BINI BLOOMING KAPAMILYA #BINIxKapamilyaFullBloom #BINISheena Sheena Catacutan credit: BINI 🌸🩵
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👤: “Mayroon talaga kayo goals to bring the Philippines kung saan kayo papunta. Tama?“ 🐰: “Tama po….. Tama o Mali po ba?” 👤: “Tama o Mali lang.” 🐰: “Hindi, um... Parang feeling kasi namin, siguro tingin ng iba, we're just performers. I mean, we are performers, but with heart. And meron kaming goals. Siguro nung una, gaya nung lagi sinasabi ni Ate Jho, yung goal namin, makilala kami sa Pilipinas, suportahan kami ng mga kababayan namin, and then eventually, habang tumatagal, palaki ng palaki yung pangarap namin, kasi posible naman talaga siya. Walang imposible kapag talagang pinaghihirapan mo, and if you really believe na mangyayari ‘yun. Naks! “ BINI BLOOMING KAPAMILYA #BINIxKapamilyaFullBloom #BINISheena Sheena Catacutan credit: BINI 🌸🩵

binibloombelgium

20,051 görüntüleme • 4 ay önce

“Assuming I didn’t have this idea, they would have røbbed me last night.” — Driver shares how he narrowly escaped an attempted røbbery, while advising Uber, Bolt, and inDrive drivers on how to stay security-conscious during night work. According to him: • If a rider’s address is, for example, No. 5, drive past it and wait at No. 7, positioning your car for a quick exit while observing their movements. • Always central lock your car, keep your engine running, and avoid putting the car in neutral. • At the destination, especially in gated compounds, don’t drive inside, drop off at the entrance. • Never pick up passengers who didn’t book through the app. • If a rider asks you to pick up another person along the way, politely decline.
5:26

“Assuming I didn’t have this idea, they would have røbbed me last night.” — Driver shares how he narrowly escaped an attempted røbbery, while advising Uber, Bolt, and inDrive drivers on how to stay security-conscious during night work. According to him: • If a rider’s address is, for example, No. 5, drive past it and wait at No. 7, positioning your car for a quick exit while observing their movements. • Always central lock your car, keep your engine running, and avoid putting the car in neutral. • At the destination, especially in gated compounds, don’t drive inside, drop off at the entrance. • Never pick up passengers who didn’t book through the app. • If a rider asks you to pick up another person along the way, politely decline.

CHUKS 🍥

65,388 görüntüleme • 6 ay önce

Solid Dustin ako when worst comes to worst. Alam niyo namang lahat yan. But my love for him extends to the people he loves and the people who loves him. So I will never tolerate any disrespect toward Bianca, in any shape or form. And honestly, anong sinasabi niyong "nag-rebranding" si Bianca kaya ngayon lang siya ganyan kumanta? Bianca has always been like that. Kaya nga naging inside joke nila yung pagbibilang ni Klarisse, diba? Lagi nga siyang nabubuzz inside PBB dahil kanta siya nang kanta na parang may sariling concert. So… naging fan ba talaga kayo ni Bianca? Because if you really followed her from PBB, youd know this isn’t some "rebranding." This is literally Bianca being Bianca. 🤷🏻‍♀️ No wonder bashers na kayo ngayon… kasi you never really knew her, so you probably never really loved her. #DUSTINYU #BIANCADEVERA #DUSTBIA
1:11

Solid Dustin ako when worst comes to worst. Alam niyo namang lahat yan. But my love for him extends to the people he loves and the people who loves him. So I will never tolerate any disrespect toward Bianca, in any shape or form. And honestly, anong sinasabi niyong "nag-rebranding" si Bianca kaya ngayon lang siya ganyan kumanta? Bianca has always been like that. Kaya nga naging inside joke nila yung pagbibilang ni Klarisse, diba? Lagi nga siyang nabubuzz inside PBB dahil kanta siya nang kanta na parang may sariling concert. So… naging fan ba talaga kayo ni Bianca? Because if you really followed her from PBB, youd know this isn’t some "rebranding." This is literally Bianca being Bianca. 🤷🏻‍♀️ No wonder bashers na kayo ngayon… kasi you never really knew her, so you probably never really loved her. #DUSTINYU #BIANCADEVERA #DUSTBIA

little old me

12,180 görüntüleme • 1 ay önce

[Elle Gucci Jin] 260722 🐹🦁My first tour leg recently ended, so I’m in Korea now. I like cooking at home, and I feel happy when I cook something and feel proud of myself afterward. And being able to sleep in my own house, in my own bed. That makes me happy. And third, when I’m gaming, the internet doesn’t cut out. Ah, honestly, I think that might be the greatest happiness of all. When I’m gaming, there’s no lag and everything runs fast.🥹 That kind of thing makes me happy. I’ve never really liked going outside since I was young. I liked playing games, so when I was in middle school, there were plenty of times when I went to PC bangs with my friends and played for 10 to 12 hours a day, five days in a row. Gucci Global Brand Ambassador JIN #JIN #JinxGucci #방탄소년단진 gucci 방탄소년단
0:43

[Elle Gucci Jin] 260722 🐹🦁My first tour leg recently ended, so I’m in Korea now. I like cooking at home, and I feel happy when I cook something and feel proud of myself afterward. And being able to sleep in my own house, in my own bed. That makes me happy. And third, when I’m gaming, the internet doesn’t cut out. Ah, honestly, I think that might be the greatest happiness of all. When I’m gaming, there’s no lag and everything runs fast.🥹 That kind of thing makes me happy. I’ve never really liked going outside since I was young. I liked playing games, so when I was in middle school, there were plenty of times when I went to PC bangs with my friends and played for 10 to 12 hours a day, five days in a row. Gucci Global Brand Ambassador JIN #JIN #JinxGucci #방탄소년단진 gucci 방탄소년단

star_jin

48,584 görüntüleme • 2 ay önce

DUNK X URANUS THAPRA #UranusClinicxDunk about Jaidee’s talent 🌻: at first i thought he probably just liked football … but i was wrong … seeing him dance that well made me realize he actually has a special talent. i had never seen this side of him before. normally he’s just like “hey dad nwanna go play football?!” … he’s always playing football, always practicing and when he gets tired we water him—like a sunflower-style/language … but i only realized he was so good at dancing like - 2 days ago. there’s even a meme of me staring at him in shock - everyone only saw the back of Dunk’s head. but if you saw my face from the front i was totally stunned like: 😲😲😲
0:48

DUNK X URANUS THAPRA #UranusClinicxDunk about Jaidee’s talent 🌻: at first i thought he probably just liked football … but i was wrong … seeing him dance that well made me realize he actually has a special talent. i had never seen this side of him before. normally he’s just like “hey dad nwanna go play football?!” … he’s always playing football, always practicing and when he gets tired we water him—like a sunflower-style/language … but i only realized he was so good at dancing like - 2 days ago. there’s even a meme of me staring at him in shock - everyone only saw the back of Dunk’s head. but if you saw my face from the front i was totally stunned like: 😲😲😲

🇻🇳Jaidee’s aunt Bamnie🐣

17,564 görüntüleme • 4 ay önce

$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...
12:54

$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 görüntüleme • 1 yıl önce

jaehyun explain the meaning behind 06070 first verse, 🐶 when i was 20 years old, i worked as a part-timer at a pub near haehwa station. it was a place located in a very old alley, they’re closed now but anyway i used to work there. you know theres like this huge tv at the pub right. at that time they were playing music show.. seeing the friends i used to practice with put on such an awesome performance like that.. i was serving (the customer) when it showed up on tv. i shattered all the glasses i was holding and that was the day i made up my mind, ‘i realized i should never try to be an idol again.. it’s just not meant for me.’ but after that, things just started falling into place, i even got a phone call. so many opportunities just slipped right past me. i had so many chances to debut, and yet i couldn’t grab a single one. people always say that thoughts just chase each other's tails. but i cut that tail off and used those thoughts to whip myself into shape. jaehyun..🥹🥹 #명재현
2:11

jaehyun explain the meaning behind 06070 first verse, 🐶 when i was 20 years old, i worked as a part-timer at a pub near haehwa station. it was a place located in a very old alley, they’re closed now but anyway i used to work there. you know theres like this huge tv at the pub right. at that time they were playing music show.. seeing the friends i used to practice with put on such an awesome performance like that.. i was serving (the customer) when it showed up on tv. i shattered all the glasses i was holding and that was the day i made up my mind, ‘i realized i should never try to be an idol again.. it’s just not meant for me.’ but after that, things just started falling into place, i even got a phone call. so many opportunities just slipped right past me. i had so many chances to debut, and yet i couldn’t grab a single one. people always say that thoughts just chase each other's tails. but i cut that tail off and used those thoughts to whip myself into shape. jaehyun..🥹🥹 #명재현

🖤

20,927 görüntüleme • 3 ay önce

Many people may forget - Or are simply unaware But I haven’t, I’ve never liked her or cared for her establishment takes. Megyn Kelly has been part of a network railing against President Trump for a decade. Newt Gingrich called her out for it 2016 when she refused to label Bill Clinton a sexual predator on air - yet had no problem saying it about candidate Trump The temporal context is important: this was shortly after the Billy Bush, grab em by the box, “October Surprise” audio was released. The deep state establishment believed that was the end of Trump’s campaign - they were wrong. Notice Kelly citing polls re women hurting Trumps odds, the same as she’s doing now w young men heading into midterms. Kelly did her best to hurt Trump through his entire campaign, siding w, and acting in conjunction w, the deep state establishment. She’s never changed. She’s executing the same playbook now.
1:28

Many people may forget - Or are simply unaware But I haven’t, I’ve never liked her or cared for her establishment takes. Megyn Kelly has been part of a network railing against President Trump for a decade. Newt Gingrich called her out for it 2016 when she refused to label Bill Clinton a sexual predator on air - yet had no problem saying it about candidate Trump The temporal context is important: this was shortly after the Billy Bush, grab em by the box, “October Surprise” audio was released. The deep state establishment believed that was the end of Trump’s campaign - they were wrong. Notice Kelly citing polls re women hurting Trumps odds, the same as she’s doing now w young men heading into midterms. Kelly did her best to hurt Trump through his entire campaign, siding w, and acting in conjunction w, the deep state establishment. She’s never changed. She’s executing the same playbook now.

SheThinksFreely

335,921 görüntüleme • 5 ay önce