Uber IPO Valuation Analysis (Uber Ain't No Amazon!)
Our base case forecast of Uber is Case 2 (among three scenarios analysis), which suggests an implied market cap of $71 billion or $39 per...
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Tesla "Autonomy Day" Takes Investors For Another Ride
Tesla Motors (TSLA US) "Autonomy Day" event yesterday started more than 40 minutes late and lasted more than four hours. Worse, we had heard most...
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Uber IPO Preview
Uber Technologies (0084207D US) , the dominant ride-hailing company in the world, is getting ready for an IPO in the US in late April/early...
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Uber: Weak Marginal Profits and Didi's Assualt on Latin America
In LYFT: Wouldn't It Be Ironic if This Was an IPO to Rent but Not Own? we noted our scepticism for the business models of ride sharing companies...
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Uber Pre-IPO - Uber Eats the US$703m Guzzler Is Growing Fast but It's Not Moving up the Leaderboard
Uber Technologies (0084207D US) aims to raise US$10bn+ in its US IPO at a US$90-100bn valuation, as per media reports. I've covered some of the...
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