COMPANY
Grab
GRAB:US
Primary coverage by Pierre Ferragu
Research
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Uber 3Q25: Growth accelerating, margin expansion moderating. Maintain Buy, $120November 5, 2025 — Pierre Ferragu and Ben Harwood
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Grab 3Q25: growth accelerating; guidance raised; in line with our investment thesisNovember 4, 2025 — Ben Harwood and Pierre Ferragu
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Robotaxis: Why isn’t Waymo ramping faster?October 16, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
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Bible 2Q25 – Ride-sharing & Delivery: Lower Prices, Higher Profits. Waymo Stalling in San Francisco?August 27, 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