Mentions

Long-Term PickBlogLTP Portfolio #002: August + Fair Prices for All 9 Stocks-1 Sept 2026
Compound with RenéBlogEverybody Agrees Valuation Is Dead!-28 Aug 2026
Platform AeronautBlogEveryone Is Playing a Different Robotaxi Game-26 Aug 2026
TacticzHazelBlog7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 33-19 Aug 2026
Latticework by MOI GlobalBlogThe Monday Morning Briefing-17 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 33-17 Aug 2026
The Wolf of Harcourt StreetBlogUber: 2026 Financial Model and Valuation Update-11 Aug 2026
Capitalist LettersBlogUber: The Market Is Wrong, Time to Buy!-9 Aug 2026
Rijnberk InvestInsightsBlogUber – A Terrific Business But a Terrible Stock-8 Aug 2026
Latticework by MOI GlobalBlogWeekly Inspiration-8 Aug 2026
How They Make MoneyBlog🚖 Uber: AV Anxiety-7 Aug 2026
Dengler Deep DivesBlogUber Stock Down 7% After a Confusing Quarter: UBER Q2 Earnings Recap & Thoughts-5 Aug 2026
Casteleyn PartnershipBlogUber ($Uber) Q2 2026 Update, We've Taken a Position-5 Aug 2026
The Wolf of Harcourt StreetBlogPortfolio Review - July 2026-1 Aug 2026
Jimmy's JournalBlogUber ($UBER) vs. Waymo: Who Owns the Ride?-30 Jul 2026
The SynopsisPodcastDialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber-23 Jul 2026
Lewistown CapitalBlog[$UBER] Uber Technologies-22 Jul 2026
Long-Term PickBlogBig Tech's Fear Sale: 5 Giants I'm Buying-21 Jul 2026
Dengler Deep DivesBlog7/15/26 Portfolio Update - All Time Highs-15 Jul 2026
Value and OpportunityBlogFundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
The SynopsisPodcastDialogue. Copart, Adobe, and Uber Business Updates Listen · 2:02
+10Listen · 21:18Listen · 36:15Listen · 42:03Listen · 44:14Listen · 48:47Listen · 56:22Listen · 59:02Listen · 1:00:40Listen · 1:02:22Listen · 1:03:36
3 Jul 2026
Mexican InvestorBlogAI Is Coming For SaaS - Mexican Investor-17 Jun 2026
Fundamentally SoundBlogWhat Is The Options Market Pricing For Uber?-8 Jun 2026
Investing by the BooksPodcast#84 Tom Russo on Common Stocks and Uncommon Profits-2 Jun 2026
Mimetic InvestingBlogHow to make money when you are wrong-19 May 2026
Hazelnuts ResearchBlogAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Secret CompoundersBlogThis Is A Great Time To Buy Great Companies-29 Mar 2026
Platform AeronautBlogSBC Dilution Benchmarks: What the Data Actually Shows | PA Dispatch No. 14-26 Mar 2026
Platform AeronautBlogUber Is Quietly Winning the AV Rideshare Setup-12 Mar 2026
Platform AeronautBlogPlatform Margins Update + A New MCP/GPT Tool for Transcript Research | PA Dispatch No. 13-6 Mar 2026
Platform AeronautBlogUber’s SpotHero Acquisition Is an Autonomous Infrastructure Bet | PA Dispatch No. 12-24 Feb 2026
Secret CompoundersBlogQ4 Uber Earnings/Robotaxi Breakdown-18 Feb 2026
Secret CompoundersBlogWhy I'm Buying More Uber and Mastercard-27 Jan 2026
Secret CompoundersBlogPortfolio update, thoughts on WFE stocks.-17 Jan 2026
Good Investing TalksPodcastWhy do you like Deere & Company stock, Alex Furmanski of Unison Asset Management? Watch · 14:546 May 2025