Momentum Asia did a great webinar (Apples to Apples: Benchmarking Shopee, Grab, GoTo and other major tech platforms webinar) some months ago trying to make sense of tech delivery platform company earnings and metrics which I did a post about… Frankly, would not touch the sector as they are too difficult to evaluate… https://emergingmarketskeptic.substack.com/p/making-sense-of-delivery-platform-stock-metrics

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