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App Economy Insights
Bloomberg reveals $GRAB has begun due diligence to acquire rival GoTo in a potential $7B+ deal.
A merger would control 60-70% of South-East Asia’s on-demand market. https://t.co/RUo8xNgS2g
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Bloomberg reveals $GRAB has begun due diligence to acquire rival GoTo in a potential $7B+ deal.
A merger would control 60-70% of South-East Asia’s on-demand market. https://t.co/RUo8xNgS2g
$GRAB Grab Q4 FY24:
💰 GMV +20% Y/Y to $5.0B.
🏍️ Group MTUs +17% Y/Y to 44M.
• Revenue +17% to $764M ($6M beat).
• Adj. EBITDA +173% to $97M ($3M beat).
• FY25 Revenue +21% to $3.37B ($0.3B miss). https://t.co/1N2h5WyFz3 tweet
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Stock Analysis Compilation
Harris Global Concentrated Strategy on Sysco Corporation $SYY US
Thesis: Sysco Corporation is a high-quality foodservice distribution company benefiting from scale advantages, poised for long-term growth despite recent slowdowns in independent restaurant sales.
(Extract from their Q4 letter)
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Harris Global Concentrated Strategy on Sysco Corporation $SYY US
Thesis: Sysco Corporation is a high-quality foodservice distribution company benefiting from scale advantages, poised for long-term growth despite recent slowdowns in independent restaurant sales.
(Extract from their Q4 letter)
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Finding Compounders
When Entry Multiples Don’t Matter
Great piece by Andreessen Horowitz https://t.co/9C24jfK4mg
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When Entry Multiples Don’t Matter
Great piece by Andreessen Horowitz https://t.co/9C24jfK4mg
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Alvin
One UI 7 is a mess.
Not because it is bad. In fact, it is MY FAVOURITE smartphone OS/Android skin so far.
I just think it is Samsung's most chaotic OS upgrade ever.
Why?
✅ Super long delays. It will be released to older Samsung phones 6 MONTHS after other brands started their rollout phases.
✅ Some UI elements on the *stable* Galaxy S25 Series builds are so embarrassingly unpolished (the blur effects when trying to open an app using the lock screen shortcuts, the charging animations, etc.)
✅ They are still actively refining and changing up some UI elements on the Beta versions for the older Samsung phones instead of pushing them first to the S25 Series
✅ Now Bar on Samsung phones with an optical under-screen fingerprint scanner is so horribly out of place, making them unappealing to look at.
And more...
Honestly, Samsung should really take care of their consistency and readiness with One UI 8, because this is messy.
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One UI 7 is a mess.
Not because it is bad. In fact, it is MY FAVOURITE smartphone OS/Android skin so far.
I just think it is Samsung's most chaotic OS upgrade ever.
Why?
✅ Super long delays. It will be released to older Samsung phones 6 MONTHS after other brands started their rollout phases.
✅ Some UI elements on the *stable* Galaxy S25 Series builds are so embarrassingly unpolished (the blur effects when trying to open an app using the lock screen shortcuts, the charging animations, etc.)
✅ They are still actively refining and changing up some UI elements on the Beta versions for the older Samsung phones instead of pushing them first to the S25 Series
✅ Now Bar on Samsung phones with an optical under-screen fingerprint scanner is so horribly out of place, making them unappealing to look at.
And more...
Honestly, Samsung should really take care of their consistency and readiness with One UI 8, because this is messy.
tweet