RT @MnkeDaniel: Bill Ackman made Uber his biggest bet because he knows the market still doesn't fully understand it. He thinks Uber will b….

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5. Conclusion/Valuation. Uber's shares have rallied significantly this year, but given its growing scale, cross-promotion, and margin expansion, I think the long-term potential is still huge. Having said that, if you want our full valuation model, you can find it at The

4. Competition. Talking about competition, Uber is actually invested in almost all of them. Uber has an investment portfolio of $8.5bn. They own stakes in global competitors like Didi, Grab, or Aurora. So in markets where they are not operating, they benefit through their

But what if, 20 years out, everyone has AVs? Where's the need for Uber, then?. This is possible, but the combination of Uber and AVs has a historic chance to change traffic. Every major city is full of cars—way too much traffic. If everyone just exchanges their car for an.

AV fleets couldn’t efficiently dislodge Uber with their own ridesharing platform, as they can’t naturally match demand and supply. Uber's platform naturally responds to surges in demand. The best for AV companies and Uber is to partner. Uber can massively increase margins, and

Uber is already partnering with Waymo, facilitating millions of rides. A partnership with Volkswagen for AV vans just followed. Why do they partner with Uber? Because demand for rides is highly variable. What do you do with all the AVs when demand is low?

3. Autonomous Vehicles. Ackman is betting on Uber being an AV beneficiary. For the longest time, AVs were seen as a deadly threat to Uber. But is it really?. Uber's biggest cost by far is paying drivers. If Uber operates AVs, those costs are exactly 0.

This scale also offers the opportunity to start an ad business. One of the most profitable ways to monetize users. Uber does this in two ways:. 1. Ads in Cars.2. Ads In-App. In the app, it's mostly about sponsored searches. In cars, you might see a local restaurant advertise.

2. Business Expansion. Uber is no longer just a ride-hailing platform. Half of its business is delivery through Uber Eats. Those businesses show strong synergies. A third of new Uber Eats users come directly from the rides app. Soon, delivery will also expand beyond just food,

In 2023, Uber posted its first full year of profits. Why? Uber is now the undisputed market leader. No more discounts to fight off competitors (like Lyft) and more normalized rates. Additionally, Uber can utilize past losses to obtain tax benefits.

1. From Cash Burner to Compounder. Uber used to be the prime example of a loss-making company. It couldn't scale its operations without hiring more drivers as well. In other words, there were no obvious economies of scale. However, Uber managed to turn around its business

Bill Ackman made Uber his biggest bet because he knows the market still doesn't fully understand it. He thinks Uber will be the biggest beneficiary of Autonomous vehicles. Here's why Ackman bet billions on Uber 👇

RT @MnkeDaniel: Charlie Munger is not only a tremendous investor, he is also one of the wisest people on this planet. In 2007, he gave the….

That chart doesn't look good for $GOOG. But it's not just about market share, it's a combination of market share and search volume. Google Search revenue grew 10% YoY. If they would lose market share on stable search volume, revenue should go down (especially combined with worse

RT @MnkeDaniel: I've worked through the Book Recommendations of the greatest Investors. Here are the 10 Most Featured Books:. 1. Skin in t….

RT @MnkeDaniel: Charlie Munger's favorite book on Human Behavior is Influence by Robert Cialdini. Here are my 14 most important Takeaways:….

Correction: EPS was above the Estimates of $1.48!!.

$BABA dropped earnings!. Here's why the market doesn't like it and why long-term investors should love it!. The Market's View:. $BABA missed revenue and profit estimates. ❌Revenue came in at $32.6B (Miss by 2.1%).❌Adjusted EPS came in at $1.73 (Miss by 2.8%). Long-Term View:

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