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I sold it from my portfolio 1–2 months ago. Unfortunately, it's a low-margin business, so there are more attractive stocks out there.
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That's how my old boss made his case at Uber a few years ago, and I made over 100% profit on my first installment.
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@Ned-Flanders Of course, your own analysis and convictions are always important. I recently did my own in-depth analysis of Uber and Grab. Ultimately, the companies aren’t comparable because Uber is asset-light and Grab is asset-heavy. This is primarily because Uber has the ability to run ads and offer subscriptions, thereby increasing its margins. The reason this is difficult for Grab is its regional limitations and the fact that North America and the rest of the world have high purchasing power—which translates to a high willingness among customers to subscribe (an advantage for Uber). Southeast Asia, on the other hand, has low purchasing power and little willingness to subscribe.
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Thanks for your opinion—I'll give it some more thought. I'm really excited about the idea!
I hope you'll comment on and discuss my future posts as well; I don't know many people in my circle who are so deeply involved with stocks.
I hope you'll comment on and discuss my future posts as well; I don't know many people in my circle who are so deeply involved with stocks.
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@Ned-Flanders But as I said, that's just my humble opinion. I could be wrong, too :D I just wanted to share my thought process with you and the questions I've been asking myself lately about those two companies :D
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But in my opinion, different perspectives are always a good thing, even if a lot of people don't see it that way these days :)
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@Ned-Flanders I try to do that, too. Even when something looks appealing, I always try to ask myself, "What are the pros and cons?"
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Which stock do you think is the most interesting right now?
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@Ned-Flanders There are actually a few 😁, but $SITM will probably be my next purchase. I still had one open slot for a semiconductor stock in my portfolio, and out of 10 potential semiconductor companies, $SITM clearly stood out. I might write a bit more about this here in the next few days.
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@Aktienhauptmeister Definitely. PEG 2.6 is definitely a sporty valuation. Other than that, I don't see much to be concerned about. And now, with the merger with its biggest competitor, it's essentially a double moat thanks to the Renesas acquisition.
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