Munger Mode rating: 2 out of 5 — Sell. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
A Buffett–Munger Assessment of Southeast Asia's Superapp We have spent a fair amount of time with Grab's filings, and we want to say at the outset that this is not a fraud, not a fad, and not a bad company. It is a real business, with real customers, real scale, a net cash balance sheet, and a management team that has done a good deal of what it said it would do. Eighteen consecutive quarters of adjusted EBITDA growth is not an accident. But our question is never "is this a real business." Our question is whether the competitive position will still be there in twenty years, and whether the people running it are treating us as partners. On the first question the evidence is genuinely troubling. On the second, something happened this March that we cannot get past. Grab is an average business at a full price, and we would not put our money in it at $3.48.
Recent filings analysed: 6-K (2026-08-04), 20-F (2026-03-06), 20-F (2025-03-14).
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