$GRAB Thoughts on the Grab-Atome acquisition. Overall, very bullish and I think it's a fantastic synergy in using their cash pile. Stock price action sucks, but the company is executing very well regardless and if a bad macro (oil) is why we get to buy shares at their lowest multiple ever, then that is an opportunity to continue building a large position on a name that just increased it's revenue CAGR to 30% for the next 3 years while buying back 10% of all shares outstanding. I like it, time will tell if this one compounds in the way that you need to have some imagination to see compounding as sentiment is horrible but earnings are only inflecting higher. Shout out to @MikeLongTerm -- he was the only one calling for 30% rev growth next year and now we will be getting it for the ne
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