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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...
— Tucker Brown
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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...
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SAP was a top contributor to performance during the quarter after reporting second quarter results that helped ease concerns surrounding potential AI-related disruption to its core software business. Current cloud backlog...