TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke

In this episode of the podcast, Daniel and Shawn discuss Uber and whether it should be added to their intrinsic value portfolio. Shawn presents the case for Uber, highlighting its three main divisions: mobility, delivery (Uber Eats), and freight, as well as sizable investments in other companies. He emphasizes Uber's variable cost structure, its growth potential in international markets, and its strategic partnerships with autonomous vehicle companies. Daniel raises concerns about competition, regulatory risks, and the sustainability of Uber's business model. Shawn addresses these concerns, discussing Uber's competitive advantages, its approach to autonomous vehicles, and the potential for growth in advertising and grocery delivery. Ultimately, they decide to add Uber to their portfolio with a smaller position, acknowledging the risks but recognizing the company's potential for future growth.