COMPANY
Grab
GRAB:US
Primary coverage by Pierre Ferragu
Research
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Getting over Tariffs – Step back. Rethink. Move on.April 11, 2025 — Pierre Ferragu
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Tariffs. Figuring the right baseline to assess implicationsApril 4, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q24March 24, 2025 — Pierre Ferragu
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Bible 4Q24 – Mobility & Delivery: Healthy underlying growthMarch 11, 2025 — Pierre Ferragu
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Grab 4Q24: Cautious guide, as usual. Thesis intact.Buy, $5.6.February 20, 2025 — 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