Released
October 20th, 2021
Business Breakdowns
Mario Cibelli, Ram Parameswaran - Uber: The Undeletable App
Mario Cibelli and Ram Parameswaran are Portfolio Managers at Marathon Partners and Octahedron Capital respectively. We cover the opportunity for Uber’s business segments, what deteriorating service means for the product, and what COVID may have revealed regarding Ubers’ financials.
Public Equity
Technology
Professional Investors
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