I admire your concentration in Uber, it will certainly increases your focus of research. At its current valuation it has to keep growing the top line at which point the scale will improve the margins. Where do you see the growth drivers for its mobility sector for the next 12mths+? And are there any 'scale economy shared' attributes to Uber that you've identified?
Saw your brag on the returns for the year. Wanted to see if you were really posting the portfolio. I see the concentration. That's great fun. You bet big on a few positions. I appreciate that you had the courage to post those clear weights. Hope your cash either has a good money market fund or you're using Treasury bill ETFs.
I admire your concentration in Uber, it will certainly increases your focus of research. At its current valuation it has to keep growing the top line at which point the scale will improve the margins. Where do you see the growth drivers for its mobility sector for the next 12mths+? And are there any 'scale economy shared' attributes to Uber that you've identified?
Saw your brag on the returns for the year. Wanted to see if you were really posting the portfolio. I see the concentration. That's great fun. You bet big on a few positions. I appreciate that you had the courage to post those clear weights. Hope your cash either has a good money market fund or you're using Treasury bill ETFs.
all in triple levered MSTR long ETF. *not investment advice