Our community narratives are driven by numbers and valuation.
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
Delta keeps its edge over other big US airlines by running a tighter operation, even as signs of softer travel demand force the company to temper expectations. The catch is that airlines have little room for error, and a weakening economy or an unexpected shock could hit profits fast.Read more

Ryde is tightening its link to electric vehicles by taking a stake in a major local fleet operator that also runs charging and fleet tech. That could help it attract and keep drivers with more affordable access to EVs, but it also raises the stakes on how fast Singapore’s shift to cleaner transport really plays out.Read more
UPS is trying to turn itself around with a sweeping effort to reshape its delivery network, cut costs, and lean harder on automation—while also dialing back its reliance on a major customer. But rising debt, worker tensions, and uneasy shareholders could make this overhaul harder than it looks, even as new partnerships aim to rebuild trust and drive more shipments.Read more
A long-time investor shifts part of their money out of the US and into places like Switzerland and the Nordics, driven by fear of political and currency trouble at home. They lay out a “survival portfolio” mix and ask whether this move toward safer currencies and steady income is sensible or a new kind of risk.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