I personally hold Grab as of now as 5% of my portfolio but I'm looking to increase and dca further!
Why??
1. I am a consumer of grab and I only use grab, shopeefood or Foodpanda are really shit from my personal experience.
2. Almost everyone I know heavily uses grab whether it's for food, groceries or their banking solutions.
3. Whilst I am a consumer, I am also a grabfood merchant, 2 of my outlets are on grab and also on Foodpanda and shopeefood, however, Grab is way ahead by miles, customer reach, app user experience and support is all spot on as compared to the rest, they recently also contacted me to give feedback for further improvement and they always update their app and overall user experience.
I strongly believe that Grab has an economic moat and won't be disrupted easily by competitors!
* Not financial advice but just my 2 cents*
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