ex-Grabber on Grab (part 2)
This week we discuss our updated views on Grab after their listing, give thanks for a great year, and highlight one of our latest investments.
Dear Clients and Friends of Farrer Wealth Advisors, we are pleased to bring you the Farrer Wealth Biweekly Blast, which includes our latest blog posts, fun facts, and general articles we find interesting. Happy reading and happy investing!
Latest Blog Post
ex-Grabber on Grab (part 2): On Grab’s listing date, a few of us got together to toast the company’s combination with Altimeter. After the drinks and reminiscing we put our analyst hats back on to see how the company has progressed and what the future might hold for the Southeast Asian tech giant. We had three quarters of data to go through and we give our high-level thoughts on what’s working well and what needs attention. Click here to read our post.
Farrer Fun Fact
Our subscribers: This biweekly newsletter is a labor of love and its all made worth it by our wonderful and highly engaged subscribers, AKA all of you. So for every click, read, and share we thank you from the bottom of our hearts. We wish you and yours happy holidays and happy investing in 2022. This will be our last newsletter for the year - see you in the next!
Articles and Videos of the Week
We publish a quick paper on one of our latest investments. We think the market is overlooking Vizio due to slow consolidated growth but ignoring a rapidly growing Platform+ business which is also highly profitable. Click here to read our research (scroll down a bit to find Vizio, not investment advice, for discussion purposes only).
We really enjoyed this post from Woodlock House about volatility. The writer also touches on his view on the Evolution short attack (which we wrote about in our previous newsletter).
Ok we promise to stop talking about this soon (maybe), but we’ve written a few time about how the planet is facing a depopulation problem. Elon Musk agrees and thinks society will crumble.
A quick but useful piece on the similarities/differences in the development of Southeast Asia and LATAM.
For all you investment nerds, this was a fascinating paper on the dangers of using the LTV (Lifetime value) formula.