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I always believe this company would start becoming a money printing machine. And thus that has happened.
I'm using Uber Eats, and taking Uber rides, at least 10 times 15 times a month. So I think I'm probably in the 40 or 50 a quarter 200 a year, kind of group as a family.
I always believe this company would start becoming a money printing machine. And thus that has happened.
I am still long Uber. I still have a large amount of holdings and the stock was up massively today because they had record high free cashflow and they beat on revenue.
Amazon has developed a huge ad business
there is monopoly behavior going on at Google, obviously, with search and putting their own content and services up top. ... this just feels like they are maybe 10 years behind, they should have just blocked the double click acquisition in 2008. ... it's just paradoxical that they're doing this at this time, David, because Amazon has developed a huge ad business, Netflix and Disney have now ad tiers