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Uber - $UBER

Uber trades at 16x earnings while growing profits 25% a year, says T&T Capital's CIO
11 takeaways: why Bill Ackman's Howard Hughes is copying Berkshire, how Assured Guaranty sits near its cheapest outside 2008 and COVID, and why Tesla's…
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$700 million clears the bar for a top-500 VC exit, Founder Collective partner finds
8 numbers: Why small checks beat big ones, the real split between picking, portfolio construction and knowing when to sell, and why funds past $1…
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Venture should probably be a celebrity's last investment, say Mantis VC's founders
11 lessons: Why an LP passed on "the chain smokers fund," what 300,000 songs a day did to music, and the double-tranche deals the stage called bubble…
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Invite-only AI assistant moves $1B a year, growing 10% a day — Instinct's founder
15 insights: why 40% of users hand over a credit card within 3 weeks, why his compute needs double every week, and why he wants a cut of transactions…
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Investor's Podcast analysts: Meta's North American ad prices rose 20%, impressions 9%
16 insights: why Meta's $18B teen-safety settlement may cost it $12B, $700B of commitments kept off its balance sheet, and a model that puts fair value…
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Cloudflare CEO: bots passed humans online in May and could be 1,000x them in 5 yrs
24 takeaways: why AI bots should pay a fraction of a penny per page, why his local paper earns more from AI licensing than ads, and which jobs he cut…
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BlackRock PM on space: Starship could cut launch costs to "about $200" a kilogram
10 insights: Why he expects AI data centers to move into orbit next decade, SpaceX's Q4 2027 target for the first test, a Space Force budget he says…
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Only 3% of Booking.com's hotels are unique to it; at Airbnb it's 70% — Chit Chat Stocks
12 calls: why AI agents threaten Google's search profits, why he sold Adobe at a 16% loss, and why Costco at 43x earnings loses to Mastercard at 31x
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Pool Corp fell from 55x earnings in Covid to 15x, Boyar Value Group principal finds
14 calls: why Booking and Airbnb sold off for reasons he calls idiotic, Uber's growth at a flat price, Burger King's half-done turnaround, and MGM's…
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Early Uber investor on Google's SpaceX stake: "this is a 100x bet for Google"
10 calls: why he sold part of his Uber stake to SoftBank before the IPO, why seed investors get a pass on conflicts, and what a $5-an-hour Optimus robot…
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Odyssey's CEO: over $30M invested and the brand built with zero marketing
14 lessons: The pivots that turned a mushroom coffee into an energy drink, the Justin Bieber app nobody would install, and why he waited years before…
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General Mills has gained after earnings twice since 2024 — Stock Movers
4 calls: Why the last print still lifted the stock 8.5% in a day, what the sell side says about Olive Garden against Longhorn, and the apps now standing…
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