Grab's CEO Just Spent $30,000,000 To Buy The Dip

@barebone.ai

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Why it worked

The video effectively uses a compelling hook about a CEO's large stock purchase to draw viewers in. It then breaks down a complex financial story into easily digestible parts, using clear visuals and explanations to reveal Grab's strategic shift towards lending as its core business, which is a novel and potentially lucrative approach.

Summary

This video explains why Grab's CEO bought $30 million of the company's stock despite its recent price drop. It reveals that Grab's core business is shifting from rides to lending, leveraging its vast user data to offer loans to the unbanked population in Southeast Asia. This new lending arm, bolstered by the acquisition of Atome, is projected to significantly increase Grab's EBITDA, making it an attractive investment despite regulatory risks.

Structure

1Grab CEO buys $30M of stock amid price drop.
2Grab's stock performance and profitability are discussed.
3

Original caption

Grab's CEO just bought $30 million of $GRAB at $2.89 a share, after the stock fell 50% this year. Grab made its first ever yearly profit last year. Then Indonesia forced it to cut its take on motorbike rides from 20% to 8%, and Vietnam opened an investigation into its driver fees. But here is what actually broke the stock. On September 15, Grab announced it was paying $1.5B for most of Atome, a buy now, pay later app. The market hated it. Shares fell to $2.74, the lowest level since May 2023. Six days later, the CEO bought at $2.89, against the market's verdict on his own deal. The bet is lending. Grab has data on how millions of people spend and pay, and it can lend to people banks won't serve. Including Atome, Grab is targeting $1.7B a year in EBITDA by 2028. Investors pay about 17x EBITDA for $UBER and about 10x for Grab. 11 of 12 analysts say buy, with an average target around $6. The risk: if borrowers stop paying, Grab just paid $1.5B for that problem. Whether it's time to buy or wait is in the video. Barebone flagged this CEO buy in seconds. Get it free on the App Store or Google Play: 50K+ investors and $100M+ in connected portfolios already research with it. This content is for educational and informational purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.

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Grab's CEO Just Spent $30,000,000 To Buy The Dip 1.75 M $29,774,000 300 KG OF $100 BILLS SE ASIA'S UBER STOCK Grab CEO BUYS $30M -51% PAST 12 MONTHS SEP '25 DEC '25 MAR '26 JUN '26 SEP '26 $30,000,000 When the CEO of Southeast Asia's Uber spends $30 million of his own money buying his own stock Just when it crashed 50% this year You stop everything and pay attention Because is he buying the dip Or just saving his company from collapsing SE ASIA'S UBER STOCK TODAY $3.13 IF IT REBOUNDS $6.45 IF IT COLLAPSES $1.52 BAREBONE INVESTING SCHOOL DAY 91/100 And welcome to Day 91 of the Barebone Investing School GRAB NASDAQ: GRAB Rides food payments 6 COUNTRIES NET INCOME FY21 FY22 FY23 FY24 FY25 8 countries In one app Last year it made its first ever yearly profit GRAB STOCK, 1 YEAR OCT '25 JAN '26 APR '26 JUL '26 But the stock got cut in half anyway -51% 12 MONTHS So why dump a company that's finally making money Because of how Grab actually makes that money GRAB'S CUT When you take a Grab the driver doesn't keep the whole fare Grab takes a cut But in July Indonesia INDONESIA Southeast Asia's biggest country JULY NEW RULE MOTORBIKE RIDES forced Grab to shrink that cut on motorbike rides GRAB'S CUT, INDONESIA % OF FARE BEFORE BY LAW From 20% down to 8% BY LAW THE CRACKDOWN SPREADS VIETNAM INVESTIGATION SEP 2026 Then this month Vietnam opened an investigation into how much Grab charges its drivers GRAB'S CUT INVESTIGATION SEP 2026 So investors panicked Because if every country does this how can Grab even make any money But instead of panicking Barebone flagged that Grab's CEO bought $30 million at $2.89 a share And if governments are squeezing Grab why is he buying What Barebone found flips the entire story around BAREBONE INVESTMENT AI ENGINE Why is Grab's CEO buying? WHAT THE MARKET SEES RIDES GRAB'S MONEY Grab GRAB Current market fear assumes Grab's money has to come from rides But what if that's THE REAL BUSINESS? not the real business model for their future MILLIONS, EVERY DAY DAILY APP OPENS So Grab knows what they spend GRAB SEES IT ALL WHAT THEY SPEND HOW THEY PAY NOODLES TOP-UP GROCERIES CREDIT QR PAY RIDE FOOD Grab and how they pay THE UNBANKED BANK SE ASIANS 8 COUNTRIES And what most people don't know Is that many Southeast Asians cannot get a loan from a normal bank LOAN DENIED GRAB SAYS YES SPENDING DATA LOAN APPROVED GRAB LOAN using data no bank has And every loan earns interest no matter what governments do to ride fares That means Grab can function like an actual bank A BANK IN AN APP Grab But here's what's more surprising That same week the CEO bought Grab agreed to pay $1.5 billion for most of Atome An app that lets people buy now and pay later BUY NOW NOW 2 WKS 4 WKS 6 WKS And including Atome GRAB EBITDA TARGET $B PER YEAR TODAY'S PACE 2028 TARGET ATOME $1.7B a year in EBITDA by 2028 WHAT IS EBITDA? EBITDA INTEREST TAXES DEPRECIATION NET PROFIT And EBITDA is basically profit before a few big costs And that is expected to grow two and a half 2.5x times its current pace WHAT THE MARKET SEES RIDES GRAB CORE BUSINESS RIDES = THE FUNNEL DATA It's how Grab harvests data CUSTOMERS LENDING CORE BUSINESS GRAB and acquires customers easily ONE BIG RISK REPAID PAID BACK But this bet has one big risk Lending only works if people pay you back IF THEY DON'T PAY LOAN OUT REPAID PAID BACK If borrowers stop paying Grab just paid $1.5 billion ATOME $1.5B for that problem WHAT INVESTORS PAY Uber UBER $ PER $1 EBITDA ? Grab GRAB $ PER $1 EBITDA ? And this is where it gets interesting for Grab's stock price EV/EBITDA Comparison EV/EBITDA (TTM) Grab Lyft Uber DIDI 0.00x 18.20x 36.40x 54.60x 72.80x Grab trades at 10.3x EV/EBITDA, the lowest of the four peers. Uber commands a 17.4x multiple, reflecting higher profitability and scale. DIDI's 72.8x multiple is an outlier due to minimal EBITDA, making it a poor comparison point. The multiple gap is a bet on execution For Grab only about 10 Even though Grab is growing faster it's value cheaper GRAB PROFILE Analyst Ratings Sell Hold Buy Strong Sell Strong Buy Rating Distribution (12 ratings) Strong Buy Buy Hold Sell Strong Sell Major Bank Ratings JP Morgan Buy Barclays Buy CitiGroup Buy That's why 11 out of 12 Wall Street analysts say buy Analyst Price Target Current: 3.13 Low 5.00 High 7.00 Median: 6.25 View more > About Grab Holdings Limited Technology Software Application super-application, providing a wide array of services including transportation, food, Nearly double today's price Explore Super-Investors Congress Socials Insider Top Notable X Trending GRAB Grab Holdings Limited Grab's CEO just bought $30M of his own stock, and retail is piling in behind him while skeptics... 58% bullish 100 mentions 7% bearish Full analysis > RKLL Rocket Lab USA, Inc. Rocket Lab is trending after Cathie Wood's ARK bought 360K shares and a launch is set for Sep... 67% bullish 132 mentions 8% bearish Full analysis > MU GRAB -4% mentions 24h +94% mentions 24h +77% mentions 24h And Grab stock is just going viral on social media GRAB STOCK, THIS WEEK $3.40 $3.30 $3.20 $3.10 $3.00 $2.90 $2.80 $2.70 MON TUE WED THU FRI +10% THIS WEEK Grab stock already went up 10% this week REGULATORY RISK DECREE 10x EBITDA But here's the thing because of all its regulatory risks INDONESIA VIETNAM 8 MARKETS RISK: OPEN RISK: OPEN RISK: OPEN But by the time GRAB REGULATION INDONESIA RISK: CLEARED GRAB REGULATION VIETNAM RISK: CLEARED GRAB REGULATION 8 MARKETS RISK: OPEN every risk is already clear The dip is already long gone THE TIMING TRAP Grab $4.20 $4.00 $3.80 $3.60 $3.40 $3.20 $3.00 $2.80 $2.60 JUN 3 JUN 29 JUL 27 AUG 20 SEP 16 BUY TOO EARLY But if you buy too early the stock might keep dropping BAREBONE 50,000+ INVESTORS $100M+ PORTFOLIOS MONITORED Over 50,000 investors researched with it Over $100 million in portfolios monitored by AI agents It runs the research FUNDAMENTALS INSIDERS RISK VALUATION IN SECONDS TECHNICLS SENTIMENT a Wall Street analyst would on any stock in seconds BAREBONE Day 1: Top 100 Apple App Store Day 60: Top 10 Google Play $100M+ CONNECTED 50,000+ INVESTORS DOWNLOAD BAREBONE Download on the App Store GET IT ON Google Play Search Barebone on app stores to access Goldman Sachs to make investing easier with Barebone BAREBONE INVESTMENT AI ENGINE Ask Anything

Transcript

When the CEO of Southeast Asia's Uber spends $30 million of his own money buying his own stock Just when it crashed 50% this year You stop everything and pay attention Because is he buying the dip Or just saving his company from collapsing SE ASIA'S UBER STOCK Just when it crashed 50% this year You stop everything and pay attention Because is he buying the dip Or just saving his company from collapsing BAREBONE INVESTING SCHOOL DAY 91/100 And welcome to Day 91 of the Barebone Investing School The company is called Grab GRAB NASDAQ: GRAB Rides food payments 6 COUNTRIES 8 countries In one app Last year it made its first ever yearly profit But the stock got cut in half anyway So why dump a company that's finally making money Because of how Grab actually makes that money GRAB'S CUT When you take a Grab the driver doesn't keep the whole fare Grab takes a cut But in July Indonesia INDONESIA Southeast Asia's biggest country JULY NEW RULE MOTORBIKE RIDES forced Grab to shrink that cut on motorbike rides From 20% down to 8% THE CRACKDOWN SPREADS VIETNAM INVESTIGATION SEP 2026 Then this month Vietnam opened an investigation into how much Grab charges its drivers So investors panicked Because if every country does this how can Grab even make any money But instead of panicking Barebone flagged that Grab's CEO bought $30 million at $2.89 a share And if governments are squeezing Grab why is he buying What Barebone found flips the entire story around WHAT THE MARKET SEES Current market fear assumes Grab's money has to come from rides But what if that's not the real business model for their future MILLIONS, EVERY DAY You see millions of people open Grab every day So Grab knows what they spend GRAB SEES IT ALL WHAT THEY SPEND HOW THEY PAY NOODLES TOP-UP GROCERIES CREDIT QR PAY RIDE FOOD and how they pay THE UNBANKED BANK SE ASIANS 8 COUNTRIES And what most people don't know Is that many Southeast Asians cannot get a loan from a normal bank LOAN DENIED GRAB SAYS YES SPENDING DATA LOAN APPROVED GRAB LOAN using data no bank has And every loan earns interest no matter what governments do to ride fares That means Grab can function like an actual bank A BANK IN AN APP Grab But here's what's more surprising That same week the CEO bought Grab agreed to pay $1.5 billion for most of Atome An app that lets people buy now and pay later BUY NOW And including Atome Grab is now targeting $1.7 billion a year in EBITDA by 2028 WHAT IS EBITDA? EBITDA INTEREST TAXES DEPRECIATION NET PROFIT And EBITDA is basically profit before a few big costs And that is expected to grow two and a half 2.5x times its current pace WHAT THE MARKET SEES RIDES GRAB CORE BUSINESS RIDES = THE FUNNEL DATA It's how Grab harvests data CUSTOMERS LENDING CORE BUSINESS GRAB and acquires customers easily ONE BIG RISK REPAID PAID BACK But this bet has one big risk Lending only works if people pay you back IF THEY DON'T PAY LOAN OUT REPAID PAID BACK If borrowers stop paying Grab just paid $1.5 billion ATOME $1.5B for that problem WHAT INVESTORS PAY Uber UBER $ PER $1 EBITDA ? Grab GRAB $ PER $1 EBITDA ? And this is where it gets interesting for Grab's stock price Grab trades at 10.3x EV/EBITDA, the lowest of the four peers. Uber commands a 17.4x multiple, reflecting higher profitability and scale. DIDI's 72.8x multiple is an outlier due to minimal EBITDA, making it a poor comparison point. The multiple gap is a bet on execution For Grab only about 10 Even though Grab is growing faster it's value cheaper GRAB PROFILE Analyst Ratings Sell Hold Buy Strong Sell Strong Buy Rating Distribution (12 ratings) Strong Buy Buy Hold Sell Strong Sell Major Bank Ratings JP Morgan Buy Barclays Buy CitiGroup Buy That's why 11 out of 12 Wall Street analysts say buy Analyst Price Target Current: 3.13 Low 5.00 High 7.00 Median: 6.25 View more > About Grab Holdings Limited Technology Software Application super-application, providing a wide array of services including transportation, food, Nearly double today's price Explore Super-Investors Congress Socials Insider Top Notable X Trending GRAB Grab Holdings Limited Grab's CEO just bought $30M of his own stock, and retail is piling in behind him while skeptics... 58% bullish 100 mentions 7% bearish Full analysis > RKLL Rocket Lab USA, Inc. Rocket Lab is trending after Cathie Wood's ARK bought 360K shares and a launch is set for Sep... 67% bullish 132 mentions 8% bearish Full analysis > MU GRAB -4% mentions 24h +94% mentions 24h +77% mentions 24h And Grab stock is just going viral on social media GRAB STOCK, THIS WEEK +10% THIS WEEK Grab stock already went up 10% this week REGULATORY RISK DECREE 10x EBITDA But here's the thing because of all its regulatory risks INDONESIA VIETNAM 8 MARKETS RISK: OPEN RISK: OPEN RISK: OPEN But by the time GRAB REGULATION INDONESIA RISK: CLEARED GRAB REGULATION VIETNAM RISK: CLEARED GRAB REGULATION 8 MARKETS RISK: OPEN every risk is already clear The dip is already long gone THE TIMING TRAP BUY TOO EARLY But if you buy too early the stock might keep dropping That's where Barebone helps BAREBONE 50,000+ INVESTORS $100M+ PORTFOLIOS MONITORED Over 50,000 investors researched with it Over $100 million in portfolios monitored by AI agents It runs the research FUNDAMENTALS INSIDERS RISK VALUATION IN SECONDS TECHNICLS SENTIMENT a Wall Street analyst would on any stock in seconds BAREBONE Day 1: Top 100 Apple App Store Day 60: Top 10 Google Play $100M+ CONNECTED 50,000+ INVESTORS DOWNLOAD BAREBONE Download on the App Store GET IT ON Google Play Search Barebone on app stores to access Goldman Sachs to make investing easier with Barebone BAREBONE INVESTMENT AI ENGINE Ask Anything Welcome to our journey