CapexAndChill
@CapexAndChill
Long-term value in high conviction holdings. All thoughts are my own. NFA
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Uber’s Global Head of Delivery on Uber's unique positioning: "Over a million rides trips a month to a Walmart store. And so we are the only platform where we can support you getting people into your store, into your checkout, as well as into your digital cart."
Delivery-only platforms only capture intent when a user is actively is looking to order delivery. Uber captures a lot more behavioral data because they know when their user travels, commutes, etc. This is how Uber changes the B2B conversation from just a logistics vendor to an omnichannel growth partner. $UBER
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One important lesson for all investors comes from Berkshire's Ajit Jain's exact mandate to his underwriting team: "Your job is to say no. Every now and then you will come across a deal that'll hit you with a 2x4 and it'll be screaming money." Abel and Jain are not budging. They are earning a risk-free yield and waiting for structural market dislocation. The capital discipline remains ruthless.
$BRK.A $BRK.B
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