$NOW six years ago:
• $90/share
• ~$7B total RPO and ~$250M operating profit run-rate
$NOW today:
• $90/share
• ~$28B total RPO and ~$2B operating profit run-rate
The stock round-tripped but the business kept compounding.
I do think it’s comical that people see the strength of the marketplace model in $AMZN, $BKNG, $MELI and $EXPE but when it comes to $UBER people are like ‘they have no future’
The best businesses have several levers of optionality - Uber is growing into one of them.
Arsenal are going to win the league having lost at least 5 games and drawn 7 and their main striker scoring <15 goals
Shambles of a prem this season.
Could have easily been a reds double if we turned up
@HatedMoats Not much is changing tbf, all this is sentiment on AI. Feels v much like the early 2010s when everyone thought Google would take over every industry
Bought these three names again today - all strong B2B names that will be in enterprises for decades to come