COMPANY
Grab
GRAB:US
Primary coverage by Pierre Ferragu
Research
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Grab 1Q26: Bookings beat; fuel headwinds manageable. Buy, $6.4May 5, 2026 — Pierre Ferragu and Ben Harwood
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The Tech Infrastructure Quarterly Bible 4Q25March 31, 2026 — Pierre Ferragu
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Grab acquiring Delivery Hero’s Taiwan business. Our takeMarch 24, 2026 — Pierre Ferragu
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The Citrini report: a revival of Marxism.February 26, 2026 — Pierre Ferragu
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Bible 4Q25 – Ride-Sharing & Delivery: Accelerating into 2026; robotaxis additive, not cannibalisticFebruary 25, 2026 — Pierre Ferragu
Events
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Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Apr
12TechnologyApril 12, 2022Hosted by Pierre FerraguWatch Replay -
Oct
13