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Bourbon Capital
"For the next 3 years, we expect robust momentum in revenue growing at a 20% CAGR from 2025 to 2028, with adjusted EBITDA tripling from 2025 to reach $1.5 billion in 2028" Peter Oey $GRAB CFO
Grab’s operating income has been improving for 14 consecutive quarters
I don’t own enough Grab.
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"For the next 3 years, we expect robust momentum in revenue growing at a 20% CAGR from 2025 to 2028, with adjusted EBITDA tripling from 2025 to reach $1.5 billion in 2028" Peter Oey $GRAB CFO
Grab’s operating income has been improving for 14 consecutive quarters
I don’t own enough Grab.
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Offshore
Video
Michael Fritzell (Asian Century Stocks)
RT @hamptonism: It finally happened, The Bloomberg Terminal just dropped its own LLM:
Bloomberg just launched AskB<GO>, it’s very own in-house Ai agent.
This chatbot assists users navigate massive, high-quality, and proprietary dataset that is extremely expensive and practically out of reach: https://t.co/KpsF2N69MS
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RT @hamptonism: It finally happened, The Bloomberg Terminal just dropped its own LLM:
Bloomberg just launched AskB<GO>, it’s very own in-house Ai agent.
This chatbot assists users navigate massive, high-quality, and proprietary dataset that is extremely expensive and practically out of reach: https://t.co/KpsF2N69MS
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @smartkarma: 🇸🇬 Monetary Authority of Singapore (MAS) expands Equity Market Development Programme (EQDP) from S$5bn to S$6.5bn following Budget 2026 top-up to the Financial Sector Development Fund
• EQDP launched in Feb 2025 to strengthen local fund management capabilities and increase investor participation in Singapore equities
• S$3.95bn already allocated across nine appointed asset managers; strong ongoing interest and pipeline of applications
• Expansion aimed at funding additional high-quality managers with meaningful Singapore equity exposure
• Programme intended to catalyse third-party capital inflows and deepen liquidity in Singapore-listed equities
• Policy objective remains anchoring long-term capital pools for fundamentally strong listed companies and improving overall market vibrancy
• Next batch of EQDP asset manager appointments expected around mid-2026
https://t.co/QyEWyHhlEr
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RT @smartkarma: 🇸🇬 Monetary Authority of Singapore (MAS) expands Equity Market Development Programme (EQDP) from S$5bn to S$6.5bn following Budget 2026 top-up to the Financial Sector Development Fund
• EQDP launched in Feb 2025 to strengthen local fund management capabilities and increase investor participation in Singapore equities
• S$3.95bn already allocated across nine appointed asset managers; strong ongoing interest and pipeline of applications
• Expansion aimed at funding additional high-quality managers with meaningful Singapore equity exposure
• Programme intended to catalyse third-party capital inflows and deepen liquidity in Singapore-listed equities
• Policy objective remains anchoring long-term capital pools for fundamentally strong listed companies and improving overall market vibrancy
• Next batch of EQDP asset manager appointments expected around mid-2026
https://t.co/QyEWyHhlEr
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Offshore
Video
Quiver Quantitative
JUST IN: Senator Josh Hawley vs. Minnesota AG Keith Ellison https://t.co/bKDLOW2AaY
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JUST IN: Senator Josh Hawley vs. Minnesota AG Keith Ellison https://t.co/bKDLOW2AaY
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @8valueactivist: ✳️ Welcome to our eighth issue on activist happenings around the world. But we will talk more about Japan, because it’s really happening!
✳️ Japan’s first female Prime Minister just won the most seats ever since WWII. Activists are cheering on, as change and momentum fuels their campaigns against traditional corporates.
Activist Happenings #8 https://t.co/S60tw2Var9
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RT @8valueactivist: ✳️ Welcome to our eighth issue on activist happenings around the world. But we will talk more about Japan, because it’s really happening!
✳️ Japan’s first female Prime Minister just won the most seats ever since WWII. Activists are cheering on, as change and momentum fuels their campaigns against traditional corporates.
Activist Happenings #8 https://t.co/S60tw2Var9
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Offshore
Video
Startup Archive
WhatsApp founder Jan Koum on how to deal with competition
“We always had competition - like from day one. There was actually a point in time where there was a new messaging app popping up every month. And every month there was an article on TechCrunch about how this awesome new messaging app is going to take down all other messaging apps.”
But the early WhatsApp team basically just ignored it:
“We didn’t say anything because we didn’t want to draw attention to ourselves. We actually - on purpose - tried to stay under the radar. But it was just kind of funny to see this dog and pony show that happened with all these apps. There was PingMe. There was MessageMe. There was GroupMe. There was Kick… There were 10 different messaging apps at some point which kept getting all this publicity.”
Jan and team said:
“Good for you. Have all the publicity you want. We will just stay under the radar and not have any attention drawn to us.”
Jan continues:
“We always had competition - be it big guys like iMessage or Facebook Messenger or little guys like Kick… Even today we have apps like Telegram… But we always said that our destiny is really in our hands. We can’t worry too much about competition. We have to worry about our product and our users. And if we spend a lot of time thinking about competition or looking at competition, we’re going to fail.”
Video source: @StanfordOnline (2017)
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WhatsApp founder Jan Koum on how to deal with competition
“We always had competition - like from day one. There was actually a point in time where there was a new messaging app popping up every month. And every month there was an article on TechCrunch about how this awesome new messaging app is going to take down all other messaging apps.”
But the early WhatsApp team basically just ignored it:
“We didn’t say anything because we didn’t want to draw attention to ourselves. We actually - on purpose - tried to stay under the radar. But it was just kind of funny to see this dog and pony show that happened with all these apps. There was PingMe. There was MessageMe. There was GroupMe. There was Kick… There were 10 different messaging apps at some point which kept getting all this publicity.”
Jan and team said:
“Good for you. Have all the publicity you want. We will just stay under the radar and not have any attention drawn to us.”
Jan continues:
“We always had competition - be it big guys like iMessage or Facebook Messenger or little guys like Kick… Even today we have apps like Telegram… But we always said that our destiny is really in our hands. We can’t worry too much about competition. We have to worry about our product and our users. And if we spend a lot of time thinking about competition or looking at competition, we’re going to fail.”
Video source: @StanfordOnline (2017)
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Offshore
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Fiscal.ai
Amazon has quietly built out the 3rd largest advertising business in the world.
~$69B in annual revenue, growing 23% YoY.
$AMZN https://t.co/LXuHiWkfK1
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Amazon has quietly built out the 3rd largest advertising business in the world.
~$69B in annual revenue, growing 23% YoY.
$AMZN https://t.co/LXuHiWkfK1
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Offshore
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The Transcript
RT @TheTranscript_: Thursday's earnings
Before Open: $NBIS $BN $HWM $MLCO $ZTS $AEP $BUD $PCG $TU $BIRK $CROX $ZBRA $H $CHKP $HIMX $TRIP
After Close: $COIN $ANET $PINS $TOST $FROG $AMAT $DKNG $EXPE $BROS $ABNB $TWLO $AEM https://t.co/MymxWGs8gl
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RT @TheTranscript_: Thursday's earnings
Before Open: $NBIS $BN $HWM $MLCO $ZTS $AEP $BUD $PCG $TU $BIRK $CROX $ZBRA $H $CHKP $HIMX $TRIP
After Close: $COIN $ANET $PINS $TOST $FROG $AMAT $DKNG $EXPE $BROS $ABNB $TWLO $AEM https://t.co/MymxWGs8gl
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Offshore
Video
Quiver Quantitative
JUST IN: Republican Senator Rand Paul criticizes ICE
"She didn't put her hands on the officers, she wasn't trying to get their weapons...it's not great" https://t.co/4mZ9onBNQP
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JUST IN: Republican Senator Rand Paul criticizes ICE
"She didn't put her hands on the officers, she wasn't trying to get their weapons...it's not great" https://t.co/4mZ9onBNQP
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