uber

As Grab’s mobility, delivery and fintech engines scale, we see a growing profit pool and a valuation still anchored in its loss making past

“I have no way to value it and neither does Steve because they need to increase prices to have a sustainable (presumably smaller) business … I just see that y’all are...

A raft of big tech IPOs have struggled recently, as investors apparently shun high priced, unprofitable companies. If you’d bought an equally weighted basket of Uber,...

Sentiment and emotion play a huge role in the short-term pricing of equity markets, however the way to compound returns in equities over the long run is to invest with...

Over the last 400 years, there has been no shortage of bubbles in various markets, ranging from Tulips in Amsterdam (1600s) to US dot.com stocks (2000). Thankfully,...

George Bush once famously mangled the old saying, “Fool me once, shame on you; fool me twice, shame on me”. Whilst it’s embarrassing watching the video of him try to...

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...

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,...

It has been two months since we published our list of 10 potential surprises for 2019, which on the balance of probabilities, are unlikely to happen but shouldn’t be...

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...