Shawn and Daniel explore Grab Holdings, its Southeast Asian edge, path to profitability, and whether its beaten-down stock is now attractive. What you’ll learn here: 00:00:01 - Intro 00:03:34 - How Grab was able to outcompete Uber 00:11:18 - What unique advantages Grab has been able to take advantage of in Southeast Asia 00:13:36 - Why Grab’s lending business fits so naturally into its flywheel 00:59:13 - What are the biggest risks facing the company 00:43:03 - Why Grab’s profit margins are inflecting so dramatically, and where they could land 01:04:12 - What makes Southeast Asia such an appealing market to invest in long-term 01:12:20 - How to think about Grab’s intrinsic value and attractiveness as an investment 01:15:13 - Whether Shawn and Daniel decide to add Grab to the Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Join a curated group of serious investors focused on intrinsic value, disciplined analysis, and uncovering high-quality stock ideas. https://theinvestorspodcast.com/mastermind Our Sponsors: 📊 Get access to institutional-grade financial data, real-time company KPIs, and modern research tools built for serious fundamental investors. https://fiscal.ai/tivp ▶️ Related Episodes - Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity?: https://youtu.be/qtGGYMPwKqU - Sea Limited (SE): Can Sea Limited 10x again?: https://youtu.be/N0gmdIuSZH8 - The Serial Acquirer Building an Unstoppable Compounding Engine: https://youtu.be/iMk6bl9qhCI Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #GrabStock #GrabHoldings #SoutheastAsiaInvesting #UberVsGrab #ValueInvesting