Loading investment pitches...
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.
@CapexAndChill argues that fears of autonomous vehicles (especially Tesla’s) displacing Uber are misplaced and that Uber’s strengths lie in its network effects and ecosystem. The core of...
— Substack
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Uber Technologies, Inc.
The manager increased their Uber position for the third month in a row, taking advantage of a 20% pullback despite robust underlying business fundamentals. They reject the...
Uber operates a platform that connects users with ride-hailing and food-delivery drivers.
Uber is the undisputed global leader in ride-hailing and holds top positions in food delivery. After being one...