COMPANY
Grab
GRAB:US
Primary coverage by Pierre Ferragu
Research
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Uber 2Q25: Delivery momentum, strong margin expansion. Thesis playing out. Buy, $120August 7, 2025 — Ben Harwood and Pierre Ferragu
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AI capex & replatforming; semicap into 2026; Apple, Arm & more.August 4, 2025 — Pierre Ferragu
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Grab 2Q25: increasing penetration & usage; margin expansion ahead. Buy $6.6July 31, 2025 — Ben Harwood and Pierre Ferragu
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Much ado about nothing: Tariff and DeepSeek effects were short-livedJuly 17, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q25June 18, 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