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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke
Description: Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its user growth accelerates, the company appears to be achieving modest economies of scale, making it an increasingly attractive business.In this episode, you’ll learn how Uber has scaled across the world and invested in competitors in areas it couldn’t win, why Uber isn’t as negatively exposed to autonomous vehicles as you might think, and why Bill Ackman invested...