Linked trade ideas span 6 sources.
Bullish: High conviction long-term holding with strong EBITDA growth of 30% annually for the past three years, with management defending against bear cases like robo-taxis Bearish: Uber Eats' 30% commission model became egregious when it became restaurants' only revenue source, facing disruption from lower-cost...
“Uber is one of our highest conviction ideas... they're growing EBITDA 30% per year for the past three years or so.”
The Acquirers Podcast — Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41
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