uber

Macro
Charlie Aitken

I’m writing to you from New York following a week of meetings with companies, investment banks, analysts, strategists, fund managers and executives.The timing of the trip coincided with a bout of heavy volatility breaking out on Wall Street, largely as a result of the trade dispute. It’s helpful to be... Show More

Equities
Roger Montgomery

Uber’s upcoming IPO promises to be monumental. The big question for would-be buyers is: will this loss-making juggernaut be a good investment? Or, like its rival, Lyft, will its shares plummet after the float?Uber is the epochal poster-child amid an avalanche of celebrated loss-making, multibillion-dollar, start-ups that have used software... Show More

Equities
Roger Montgomery

Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes are painting a cautious picture for technology stocks. This time the boom surrounds the conga line of technology unicorns that have filed to... Show More

Equities
Kyle Schlachter

The USD $61 billion ride sharing sector makes a splash with the Lyft IPO this week already oversubscribed and Uber’s S1 filing in with the SEC. Other global players such as Grab, Didi, Ola and Go-Jek cast a keen eye on the process as the two US based companies are... Show More

Patrick Poke

On the topic of valuation, Professor Aswath Damodaran is one of the greatest communicators of our time. Recently, he sat down with another famous NYU professor, Scott Galloway, to discuss the valuations of some of the world’s leading technology companies. Professor Galloway is known for his engaging TED-style talks where... Show More

Mugunthan Siva

Travis Kalanick, co-founder of Uber Technologies took the decision to step down despite many commending him for ignoring typical corporate management convention. However, investors were unhappy and subsequently pressured him to resign. So as a shareholder, in any business, who would you prefer, the Founder or CEO? Show More