@johnnymiles5060
You are thinking correctly. Keep in mind that advertising revenue, subscription and aggregation is why you buy this company. I own lots of Uber and no one is seeing them as a platform and this will be re-rated. Good luck!
@fdggfgdfgd251
He also bought valeant... bhc .. and rode a death spiral before bailing secretly
@HowardRoark1
The terminal value risk in Uber is underestimated
@Jim-m3z
Uber barely makes money absent stock based compensation. The share dilution is big. 300% growth in shares outstanding since 2016
@Waynesworrldexcellent
U respect ackman? Look at his past
@vdynmx
bubble talk
@rouslangabissov935
He has shares so of course he wants this company to grow. Thus, a bit of useless video as no analysis was done. Cash flow doesn't mean shit without looking into how suddenly they started to rise.
@davidflanks
Come checkout our FREE discord! https://discord.gg/A95r73mD2G
@markmurdock3382