The Vested Finance Podcast Vested Finance

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!

In this session, we will be talking about Roblox's IPO and the vertical gaming social media arena. Several of the topics discussed in this podcast are covered in our blog post (see link below).

Date uploaded: Wednesday, 17th March 2021
Co-hosts: Darwin Arifin & Kaihan Lin

Show Notes:
(0:47) To quote Reed Hastings...

(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

Click here to access Vested's blog post on Roblox's IPO and the vertical gaming social media arena.

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 talking about the recent market sell-off and its implications. Several of the topics discussed in this podcast are covered in our blog post (see link below).

Date uploaded: Wednesday, 10th March 2021
Co-hosts: Darwin Arifin & Kaihan Lin

Show Notes:
(0:40) The Market Sell-off: What happened?

(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

Click here to access Vested's blog post on the Market sell-off: 10-year US Treasury yield increasing.

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 talking about electric cars in relation to smartphones as well as Coinbase's recent IPO announcement. Several of the topics discussed in this podcast are covered in our blog post (see link below).

Date uploaded: Wednesday, 3rd March 2021
Co-hosts: Darwin Arifin & Kaihan Lin

Show Notes:
(0:33) Are EVs the new smartphones???

(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

Click here to access Vested's blog post on Electric Cars as the New Smartphones and Coinbase IPO.

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 talking about the trend of digitizing housing transactions and will be covering two key names: Zillow and Opendoor. Several of the topics discussed in this podcast are covered in our blog post (see link below).

Date uploaded: Wednesday, 24th February 2021
Co-hosts: Darwin Arifin & Kaihan Lin

Show Notes:
(0:32) Traditional housing transactions create friction

(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?

Click here to access Vested's blog post on Buying a house online - Zillow and Opendoor.

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/