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Larry Hillman's avatar

Please expand on Global Diversification. On CHF, ThinkorSwim has a chart but no price quotes. Is it available another way? I assume you planned on using ENIC for Chile, but what do you suggest for Singapore and Norway?

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Nelson Rowe's avatar

I have been building a small position in a Singapore company trading on the NDQ as GRAB. I would love to hear your opinion if you have a few minutes to check them out. Word is they are getting ready to acquire a small business in Indonesia. Keep up the great work and we certainly appreciate everything you do.

Submariner 😉

Aka Spitfire

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Tom's avatar

It's popular in Thailand but some other countries in Asia use something else & China uses it's own app, meituan?. Fierce competition outside it's main markets & even others on the doorstep.... Where does the non-operating income profit come from? Looks like a 1 off & a short squeez.....

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Nelson Rowe's avatar

GRAB has most of the country’s in SE A 👍

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Nelson Rowe's avatar

The one in Thailand is called Bolt and I have used it many times. I like that you can get a ride anywhere in town on a scooter 🛵 for less than 50 cents. I can’t find anything similar on our market. GRAB seems to follow roughly what is happening with SPY but there have been some days recently that my Grab is up even though spy is down.

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Tom's avatar

They are good apps which stop you getting fleeced. I only looked on trading view & finviz just now, earnings statement looks suspicious and there is a 5% short float, with it trading at the top of a broadening wedge meaning it's currently in a battle with bulls & bears where a break is likely in either direction. I would add it to a short list if I was into that kind of thing & maybe even add ¼ position. I know nothing, seemingly like the aggregate of investors who sold it down before earnings 🤣.

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Nelson Rowe's avatar

I’m hanging in there for now as I only have a small position. If it drops below my price I will add more. I’m up a little over 7% right now.

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Nutty Professor's avatar

Fantastic article. There is a ton to think about here.

I am curious as to your thoughts on energy transmission vs. local production for the largest data centers.

I am trying to sort out whether modular, local energy production (aka nuclear) can deliver faster/cheaper than building up energy transmission capacity.

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