Vitaliy re-shares and updates his analysis of Uber, and why it remains an attractive investment. He provides a mental model of how to analyze companies that may appear expensive but have yet to reach escape velocity in their cost structure and have a large market addressable market that they’ll likely dominate.
You can read this analysis online here: https://contrarianedge.com/our-analysis-of-uber-updated/
Our Analysis of UBER (Updated) - Ep 141