Transportation U.S. Community

Is $MRT the most under the radar mobility play in emerging markets? Marti Technologies Co-Founder & President Cankut Durgun just took the stage at the 38th Annual Roth Capital Partners Growth Conference — as the only public company on a panel titled "Rideshare At Crossroads: Autonomy, Global Expansion, and the Next Phase of Mobility." When the moderator asked panelists "Uber, Lyft, or Marti?" — all three picked Marti!Read more

Grab Holdings (NASDAQ: GRAB) stands out as an intriguing investment opportunity due to its transformation from a Southeast Asian app focused on ride-hailing to a profitable ecosystem spanning mobility, deliveries, financial services, and advertising. Business Overview Grab operates as a dominant superapp in eight Southeast Asian countries, including Indonesia, Singapore, and Vietnam, with over 11,000 employees and a platform connecting millions of users to on-demand services.Read more

Uber’s recent moves in Türkiye are hard to ignore. In the past year, $UBER has committed over $1B across Trendyol Go and Getir delivery assets — paying ~0.34–0.41x gross bookings for businesses operating at ~4% global EBITDA margins.Read more

Update as of 10 April: As written here in February, Delta is the leading carrier among the major US airlines and keeps that pole position even amidst the tariff-induced turmoil. True, the carrier had to jettison its record guidance for 2025 it had issued in January; still, Delta made a gross profit of roughly 1 cent per available seat mile in the traditionally weak winter quarter when other airlines struggle to turn any profit at all (my calculations from an adj.Read more

Ryde Group Ltd (NYSE: RYDE) has reinforced its long-term electrification agenda through a strategic investment in Singapore Electric Vehicles Pte Ltd (“SEV”), one of Singapore’s largest private EV fleet operators. The move, executed via its wholly owned subsidiary RCSR Pte Ltd, marks a crucial inflection point in Ryde’s transformation from a digital ride-hailing platform into an integrated, sustainability-driven mobility player.Read more

Our initial price target for United Parcel Service is set at $95.21. We believe in a cautious approach in our analysis as UPS has been clouded with sustainability issues, higher costs, and internal headwinds.Read more

I am putting in Motion to put more of my Portfolio in Swiss, Nordic and selectively a few British,German and Hong Kong and Mainland China Equities. I am not abandoning the US market but allowing for 30% in less liquid rare equities that are not easily traded, e.g. SWPRF, UZAPF.Read more

Largest Uncertainty For The CORE INDONESIA ZIM INT. revenue is the Panama Canal Bottleneck.Read more

The Company Freightos is a International SaaS-like company that operates a B2B platform for booking logistics services. Freightos consists of two divisions: Freightos for shipping & Webcargo for air logistics, where revenue is generated through transaction fees as well as the use of the platform directly through page subscriptions.Read more