kfir
26.5K posts
kfir
@kfirstck
Walking On A Dream 🇮🇱🧘♂️ משקיע סוחר ומה שביניהם
Israel Katılım Kasım 2014
2K Takip Edilen736 Takipçiler
kfir retweetledi
$GRAB
Grab gets a fair intrinsic value of $7.25 from Type-F Capital.
Emir @em013L is one of the strongest retail analysts and his equity reports look like they cost $10,000.
Feels institutional grade.
You can download the report (for free) from his substack below ⬇️
amit@amitisinvesting
$GRAB GRAB IS EXPANDING TO TAIWAN. They are scooping up FoodPanda’s delivery business in the region for $600M with the deal expected to close in H2 2026. Okay, I really like this. Here’s why: 1. The company has $6B in cash. We have been waiting for them to start using it in more strategic ways and this is one of the first expansions outside of SEA that makes sense given how synergistic the acquisition is to Grab’s overall business of delivery. Spending the cash pile they have on growth and expansion, especially if they can get discounted deals, is very good. 2. $UBER tried to buy this business for $1.25B last year. Regulators didn’t allow it. Grab is getting a 50% discount. 3. FoodPanda Taiwan did around $1.8B in GMV and is also profitable on an adjusted. EBITDA basis from last year. $GRAB did $14.2B of GMV last year so for $600M, they are adding 12% of GMV to the business in a profitable way. I really, really like this use of cash. Ultimately, I own $GRAB for the broader thesis around the SuperApp becoming much bigger and more entrenched in different parts of the world. They have the cash, are guiding for 20% topline and 40% ebitda growth for the next 3 years, and can use these deals to consolidate within various regions to create continued operating leverage. Their fintech business is going to begin showing significant leverage this year as well which should compound the overall growth. At these prices, I do think the stock is intrinsically undervalued BUT it is not in the thematic of drones/nuclear/energy/etc and the rising oil prices have been a very ugly headwind for them. Probably better opportunities out there short term but long term, these are the types of moves that continue to give me confidence as a shareholder.
English
kfir retweetledi
@kfirstck אם היא הייתה שווה היה פה תגובת "i can fix here" אבל נראה שיש לה שיער בבית שחי
עברית
kfir retweetledi
טראמפ: "אני בטוח שהאיראנים רוצים משא ומתן. הנה הם אפילו שלחו לי הודעה קולית בוואצאפ"
ההודעה:
עברית
kfir retweetledi
Adam Neumann
sits down with Rick Rubin to discuss community, beliefs, failure, and the idea that everything can still go right after his time at WeWork:
0:00 Adam Neumann
7:16 Early Failures, Community, and the Search for Purpose
14:58 GreenDesk, Traction, and the First Signs of Success
18:16 Kibbutz Roots and the Idea of Belonging
24:22 Rebekah, Spiritual Awakening, and Kabbalah
32:06 The Power of Pause and Inner Work
38:03 Building the Vision for WeWork
44:13 Faith, Surrender, and Defining Belief
48:49 Launching WeWork and Early Constraints
55:39 Scaling Fast and What Drove Growth
59:46 SoftBank, Masa, and Hypergrowth
1:07:30 Scaling Pressure and Expanding the Vision
1:15:53 Looking Back on Investors and Decisions
1:23:32 The $20 Billion Deal That Didn’t Happen
1:27:38 The Moment Everything Changed
1:36:30 Leadership, Identity, and Letting Go
1:51:53 Stepping Down and Losing Control
2:02:00 The Fallout and Public Unraveling
2:11:57 Litigation and Total Powerlessness
2:18:30 Reflection, Meditation, and Rebuilding
2:26:33 The Seed of Flow
2:36:00 Designing a New Kind of Living
2:48:21 What If It All Goes Right
2:48:58 Flow and What Comes Next
English
kfir retweetledi
Incredible last few minutes of the Rick Rubin / Adam Neumann interview.
I got chills listening to this.
---
Adam: We'll connected to this week's portion. We all have something that we're slaves to. We all have an addiction to anger, to ego, to power, whatever it is, idol worship that we have. We all have an Egypt. We all need to leave that Egypt, come out of it.
When we come out of that Egypt, we all face a Red Sea. When we see that Red Sea, we all need to have the courage to walk into it so far that we drown. Only when we're willing to drown will the Red Sea be split and we'll go to our next level.
We then go to our next level. We see the Red Sea split. Suddenly we're like, oh, everything is okay. And we forget. The moment we forget, we step into the desert.
We all have to walk through our version of desert. That desert is between us, us, and God. No one else. The only decision we get to have is how long we're going to journey through that desert. Are we going to journey for 14 days like the children of Israel were supposed to? Or are we going to journey for 40 years because we're not learning our lesson?
Our choice is not, are we going to get into the desert or not? It's how long will we be in.
And once we go out of that desert, we all have our version of the promised land. And if we have the courage to look inside, see our own correction, our own limitation, look at it clearly now and say, I see you, and I'm going to get over it. I'm going to learn. I'm going to grow. I'm going to understand that life is not about falling down. It's about how I'm going to get up.
I'm going to fall 1,000 times so I can get up 1,001 times. And in that last time when I get up and I'm actually ready to go to my next level, I'm going to wish for you, for me, and for everybody who are listening — please, may we have the courage to go to our next level because we know that the promised land is waiting right after it.
And may we not be afraid when the whole world is saying this or that about us. Who cares? It's about what you think, what your wife thinks, what your kids think, and what the universe thinks.
Rick: Amen.
Adam: Amen. Thank you. Thank you, Hashem. Thank you.
English
kfir retweetledi
קורס pdf בחינם של טריידר-ליון שמקיף הכל אפילו מעבר למה שצריך - תפסיקו לשלם כסף לנוכלים יש הכל בחינם ובספרים שעולים דולרים בודדים ..
drive.google.com/file/d/1v3wdok…
אתם רוצים להיות טובים בתחום מסוים ? תלמדו מהכי טובים עם קבלות ולא לאפסים שרואים אתכם כארנק , נמאס מהטרנד הזה של המוכרי חלומות - אחת המטרות שלי בחיים היא להוציא אותם מהחוק , עניין של זמן .
עברית
דדי ברנע הוא אחד הבודדים שיוצא טוב מאז השביעי
ניסיון נואש לגלגל אחריות פה
כאן חדשות@kann_news
שיכנע את נתניהו וטראמפ | דיווח בניו יורק טיימס: טרם פרוץ מבצע "שאגת הארי", ראש המוסד דדי ברנע היה סבור שהארגון מסוגל להצית התקוממות באיראן זמן קצר לאחר תחילת הלחימה @itamargalit @gilicohen10 kan.org.il/content/kan-ne…
עברית
