@CarsonTalkMoney Also shopeefood is proliferating while Grab can't compete with SEA (shopee).
C suite is not that great. None who are A tier.
That being said, I see it as a great inflation hedge bcos demand is inelastic in the long run and a chance to own an oligopoly.
@CarsonTalkMoney 3 year guidance in an increasing interest rate environment. Presented before oil priced spiked substantially.
Substandard acquisitions. Stash is a US based company known for AI money coach. The primary strategy is integrating this into the GrabFin app which they havent done.
@CarsonTalkMoney asked about it the last earnings report.
High incentives. Propping up demand/supply side. Strong competition from Tada in Sg for example. Long wait times vs the competition.
Loan book are the weakest. SeaMoney has 7x larger loan book and better credit quality (merchants).
@CarsonTalkMoney Indonesia is one of their primary markets. Curreny headwinds especially considering GoTo acquisition is their biggest 'leverage'. Also the 8% cap on commissions is likely 2 wheelers only but not confirmed by Indonesian government. Huntgate either lied or was oblivious to it when
Risking per trade and account size:
Scalps:
Risk per trade should be no more than 1%
Day trades:
Risk per trade should be no more than 2%
Swing trades:
Risk per trade should be no more than 7%
We should be able to absorb min. 100 straight losses before zeroing out
#trading
Here is the Paul Tudor Jones documentary.
This one has been banned and deleted ever since it first got released.
Enjoy it while it is still here.
https://t.co/goTUAAw8sF
To be a good trader u need to answer one question ๐โโ๏ธ-
Is this price expected or not .
If expected , fade it.
If unexpected, it will continue down (or up).