Uber | What we got it wrong...

Stock insights

What we got it wrong and why we still like the stock…

Back on March 24th we put pen to paper and explained why we liked Uber. Since then, the stock is down c10% and has underperformed the S&P by 22%.

This is clearly not what we expected but in this note we explain why the stock has underperformed the wider market and why we still like the name. Finally, …