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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Uber operates a platform that connects users with ride-hailing and food-delivery drivers. It relies on...
— Terry Smith
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Other investors who've written on Uber Technologies, Inc.
Our positions in Uber Technologies, Inc. common stock (NYSE: UBER) and Mobility Global Inc. common stock (NYSE: MBGL), a position we added during the quarter, were notable detractors. UBER fell 5.1%...
Uber’s share price declined 5% in the third quarter and 16% year-to-date. Investor concerns regarding...
Uber, too, is being marked down for a future that hasn’t arrived. The fear is...
More institutional theses from Fundsmith Equity Fund
GE Vernova builds and services the gas turbines and electrical grid equipment that power the modern world.
Mastercard operates a digital payment network connecting consumers, merchants, and banks worldwide.
Legrand is a French manufacturer of the physical infrastructure behind electrical and digital building systems.