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$Grab Holdings(GRAB)$I think yesterday's share price movement shows one thing, as many have pointed out: A good company to consumers doesn't mean a good company to investors. Grab is huge in ASEAN, with many services spanning ride hauling, food delivery, grocery delivery, e-payment, etc. But currently it's financials are showing a few problems with the way the company is being runned:1) Revenue is not growing as fast, recent 3Q even declined and only had USD157mn. This is the key problem for such a loss making company. Your growth can't slow yet.2) GMV up 30+% to USD4bn but revenue decline suggest take rate could be declining, meaning Grab have to give me discounts to grow GMW. This could mean stiff competition in the sector.3) Losses are widening to

$Razer(01337)$joke company will always be a joke

Alibaba's undervalueness is nothing new. Fundamentally I agree this company is severely undervalued. But the market is telling us otherwise. When BABA was 250 ppl were alr saying it's undervalued. Then it fell to 220 and even 200. So I think there is other factors other than fundamentals that is stopping ppl from buying Alibaba. Just my 2cents

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