COMPANY
Grab
GRAB:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
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Bible 4Q23 – Ride-sharing & Delivery: Strong growth and expanding marginsMarch 4, 2024 — Pierre Ferragu
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Nvidia confirms 2025 visibility, CPUs set to recover this year, advanced packaging momentum accelerating. The Tech Weekly Wrap-up.February 26, 2024 — Pierre Ferragu
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Grab 4Q23: soft 2024 guide, thesis intact. Buy, $5.0February 23, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q23December 19, 2023 — 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