Uber: The Undeletable App - [Business Breakdowns, EP. 31]

Описание: Today, we’re breaking down Uber. Our guests are two portfolio managers, Mario Cibelli, and Ram Parameswaran, and they will walk through their bull cases on Uber stock.
 
We cover the opportunity for Uber’s business segments, what deteriorating service means for the product, and what COVID may have revealed regarding Ubers’ financials.
 
For the full show notes, transcript, and links to the best content to learn more, check out the episode page here: https://www.joincolossus.com/episodes...
 
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Show Notes
[00:00:00] - Introduction
[00:03:16] - [First question] - What they find most interesting about Uber
[00:04:40] - Major aspects of the business today in regards to bookings and revenue
[00:07:47] - The importance of multiple use cases and what happens by exploring verticals
[00:10:47] - History of getting drivers to join the company and what matters on the supply side
[00:15:01] - Impact of higher wait times and ride prices and emerging trends in a post-covid era
[00:17:48] - Thinking about Uber as a busted but booming model
[00:22:31] - The unit economics and journey of $100 flowing into Uber
[00:29:32] - Possible concerns and needs for capital Uber may have in the future
[00:37:13] - The role that DoorDash plays in this ecosystem and where it’s a potential threat
[00:39:01] - Is Lift an equally worthy competitor compared to DoorDash
[00:41:59] - What we can learn about labor and regulation when studying Uber
[00:43:44] - Thoughts on current management and capital allocation
[00:49:56] - Parallels between Amazon Prime and Uber’s membership program 
[00:52:25] - Using the accumulated data to integrate an advertising model into their app
[00:56:33] - The biggest potential threats to Uber’s growing success

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