By Vested Finance
5
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The podcast currently has 26 episodes available.
Vested's Podcast, Episode #26: Super Apps & Grab
by Vested Finance
Welcome to the Vested Finance podcast!
In this session, we will be discussing what constitutes a super application or super app. These are the apps that strive to be the operating systems of our lives. We dive into super app operator Grab as well as its founding history and business model.
Date uploaded: June 22th, 2021 (IST)
Co-hosts: Darwin Arifin & Gabe Tamez
Show Notes:
(1:12) Examples of different apps that exist and their use cases
(2:06) Criteria for being deemed a “super” app
(4:00) Super app dominance in Asian countries
(5:04) A brief history of Grab and its competitor Gojek
(7:37) A dive into Grab’s financials and business operations
(9:35) Notable trends in Grab’s business model. The importance of digital payments
(11:40) A business overview of SouthEast Asia versus China
(13:50) Comparing Uber and Grab’s average revenue per user
Click here to access Vested’s blog post on super apps and Grab.
Blog: https://vested.co.in/blog/
Facebook: https://www.facebook.com/vestedfinanceco/
LinkedIn: https://www.linkedin.com/company/vestedfinance/
Podcast: https://anchor.fm/vested-finance/
Website: https://www.vested.co.in/
Welcome to the Vested Finance podcast!
In this session, we will be discussing the data behind investing in IPOs and whether or not it is recommended for investors. We also discuss Coinbase’s recent IPO and provide a breakdown of the company’s strategy.
Date uploaded: June 15th, 2021
Co-hosts: Darwin Arifin & Gabe Tamez
Show Notes:
(1:44) The returns equation
(5:08) Navigating hype, valuation changes and narratives for new IPOs
(5:52) Returns data for new IPOs going back 40 years
(8:30) Breakdown of investing in small IPOs
(9:02) Silver lining of investing in large, tech IPOs
(10:10) Coinbase's IPO and stock performance
(11:18) The vertically integrated model for Coinbase
(14:49) Service and recurring revenue breakdown
(18:57) Risks associated with investing in Coinbase stock
(21:38) Asset class risk and regulation of Bitcoin and other crypto-assets
Click here to access Vested’s blog post on investing in IPOs
Click here to access Vested’s blog post on Coinbase's strategy analysis
Blog: https://vested.co.in/blog/
Facebook: https://www.facebook.com/vestedfinanceco/
LinkedIn: https://www.linkedin.com/company/vestedfinance/
Podcast: https://anchor.fm/vested-finance/
Website: https://www.vested.co.in/
Welcome to the Vested Finance podcast!
(1:10) Active entertainment > Passive entertainment
(1:36) Patience is a virtue
(2:15) Direct listing > Traditional IPO
(2:37) What is Roblox?
(3:44) The concept of the metaverse
(5:07) History lesson aside, let's talk $$$
(5:47) Speaking of $$$, how do Roblox's army of developers earn money?
(7:45) DAU: On metrics and the like
(8:27) How engaged are Roblox's users?
(10:14) Time for a comparison
(10:51) Extending Roblox's grasp
(11:40) Risks: Cost and valuation
(14:34) P.S. Epic vs. Apple
Welcome to the Vested Finance podcast!
(1:17) Why has the yield gone up?
(2:45) So, what next?
(3:19) Which areas are the most affected?
(4:20) A stronger US dollar
(6:36) Your attention, please
Welcome to the Vested Finance podcast!
(1:24) ICE: The Gist of Things
(2:59) ICE: Dominated by US, Japan and Germany
(3:21) Building in-house
(4:07) The simplicity of the electric motor
(4:34) The use of contract manufacturers
(6:04) What of the EV's defensible moat?
(6:48) It's all about control
(8:20) The need to create EV software...
(8:44) ...But let's face it, that's a complex and daunting task!
(10:39) A massive opportunity
(11:22) Time for crypto trading
(12:42) Pickaxes...invariably
(13:17) Facing uncertainty and volatility
Welcome to the Vested Finance podcast!
(3:12) Traditional housing transactions create stress
(3:42) The move to eliminate inefficiencies
(4:55) Zillow, Redfin and Opendoor
(6:12) iBuying and the question of making money
(7:06) The Big Two: Opendoor and Zillow
(8:38) Zillow's 3 key segments
(9:50) Why did Zillow transition to iBuying?
(10:31) The Two-sided Marketplace
(11:40) Let's talk unit profitability
(12:53) The Big Prize: US $36 trillion
(14:03) Who will emerge victorious?
Welcome to the Vested Finance podcast!
(3:18) Bitcoin as a form of payment?
(7:42) All a matter of risk
(9:17) Speaking of risks, let's talk legal
(10:45) ...and if Bitcoin stumbles?
(11:36) Time for Uber
Welcome to the Vested Finance podcast!
(3:32) Hold your horses! Jeff Bezos is stepping down???
(4:26) Moving on, Facebook
(9:23) Yes, yes, Google did well too (What a "surprise")
(11:49) A comparison on advertising is challenging, to say the least
Welcome to the Vested Finance podcast!
(5:12) Volatility and Retail Brokers don't mix
(7:44) ...then what of the market?
(9:39) All things must come to an end
(10:46) Apple & Feats = A potent mix
(13:53) Speaking of feats, who could forget Tesla?
Welcome to the Vested Finance podcast!
(1:38) Positive FCF: So what?
(3:07) "To issue and sell or to choose debt?" That is the question.
(4:53) Positive FCF: How did Netflix get here?
(7:16) Achieving sustainable cash flow
(8:31) Competition: Does it even matter anymore?
(13:21) Disney+: A formidable foe
(14:46) Determining the valuations of Disney+ and Netflix
The podcast currently has 26 episodes available.