Skip to content 
TIVP076: GRAB HOLDINGS (GRAB): WHY UBER SURRENDERED SOUTHEAST ASIA
W/ DANIEL MAHNCKE & SHAWN O’MALLEY
TIVP076: GRAB HOLDINGS (GRAB): WHY UBER SURRENDERED SOUTHEAST ASIA W/ DANIEL MAHNCKE & SHAWN O’MALLEY
10 June 2026
Shawn O’Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). Learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to outmaneuver Uber, which eventually ceded its entire market share to Grab.
Despite Grab’s astronomical successes, the company’s stock is down 70% since IPO, and investors are wondering if perhaps now is finally a good entry point after the company reached its first full year of profitability. Shawn and Daniel discuss and estimate Grab’s intrinsic value, plus so much more!
SUBSCRIBE
IN THIS EPISODE, YOU’LL LEARN:
- How Grab was able to outcompete Uber
- What unique advantages Grab has been able to take advantage of in Southeast Asia
- Why Grab’s lending business fits so naturally into its flywheel
- What are the biggest risks facing the company
- Why Grab’s profit margins are inflecting so dramatically, and where they could land
- What makes Southeast Asia such an appealing market to invest in long-term
- How to think about Grab’s intrinsic value and attractiveness as an investment
- Whether Shawn and Daniel decide to add Grab to the Intrinsic Value Portfolio
- And so much more!
For the full show notes, go to this page.
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Track The Intrinsic Value Portfolio.
- Compound with Rene’s deep dive into Grab.
- Listen to Shawn & Daniel’s podcast on Uber.
- Read Shawn’s newsletter on Uber.
- Previous Intrinsic Value breakdowns: Uber, Nike, Amazon, Airbnb, Alphabet.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
Some of the links on this page are affiliate links or relate to partners who support our show. If you choose to sign up or make a purchase through them, we may receive compensation at no additional cost to you.
NEW TO THE SHOW?
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Check out The Investor’s Podcast Starter Packs.
- Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
CONNECT WITH DANIEL
CONNECT WITH SHAWN
PROMOTIONS
Check out our latest offer for all The Investor’s Podcast Network listeners!
WSB + BFF + RWH Promotions
