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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Grab Holdings was a top detractor during the third quarter despite delivering strong second-quarter results. Gross merchandise value...
— Hrishikesh Gupta
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Other investors who've written on Grab Holdings
Grab Holdings was a top detractor during the third quarter despite delivering strong second-quarter results. Gross merchandise value...
Grab Holdings ($GRAB) is a new portfolio position accounting for 1.8% of assets. The company operates...
Grab maintains overwhelming dominance in Southeast Asian mobility and food delivery, with its nearest competitors holding minor fractions of the market. Having significantly reduced...
More institutional theses from SGA - Emerging Markets Growth
TOTVS was a top contributor during the third quarter, supported by second-quarter results. Revenue increased 13%...
Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs...
JSW Infrastructure, India's fastest growing port operator, was initiated during the quarter. Originally established to...