To The Moon

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"What's most intriguing is that Altimeter Capital selected Grab as its SPAC partner" What is more intriquing is Altimeter Capital sold out its entire position last quarter at the bottom.I've been to Bangkok multiple times. Yes, Grab has a huge presence there BUT the competition in the delivery space is incredibly fierce and endless. Lineman, Food Panda, et al. NO WAY they will dominate this space, much less take market share so this particular segment is capped. Mobility will continue to grow as tourism returns as the farang are much more likely to use GRAB than local taxi (dumb move tho - local taxi is dirt cheap krup lol).$Grab Holdings(GRAB)$

I like PLTR, but they are just becoming profitable so even if they 10X their net income they would be a P/E of 35 @ $5 a share. They are trading at $8 a share atm. So even if they dropped to $5 they would have to to dramatically increase net income and then they would still be pretty over priced @ $5 a share . Shares: Class A: 1,997,726,022 Class B: 102,656,175 Class F: 1,005,000 2,101,387,197 Assuming they net 300mil at the end of the year which they only made 30Mil in a quarter last year. Assuming this @ $5 a share they would be a 35 P/E.Besides, Interest rates going up and PLTR has no debt with cash and gold reserves. Pure insanity that anyone can knock this stock knowing this. Their innovation is world changing. Based on that, I hold and bought more today.

🌈🌈🌈My Favourite Singapore Consumer Defensive Stock is $SHENG SIONG GROUP LTD(OV8.SI)$ With high inflation here, Sheng Siong will be resilient and impervious to economic cycles. Sheng Siong is the 3rd largest supermarket chain in Singapore with more than 65 locations and 4 supermarkets in China with the 5th opening in 2nd quarter 2023. Sheng Siong represents value for money to many Singaporeans especially the housewives. Sheng Siong's gross profit margin was 29.4% for 3Q FY 2022 compared to 29% in 3Q FY 2021. Its revenue declined by 4.2% year on year to SGD 333.5 million due to the Covid 19 measures in place and the closure of Jurong Fishery Port for 2 weeks in July 20

Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate."It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam