Portfolio Update: Buying a Technology Compounder 💎
20x forward PE, with an expected EPS growth of +29%. Well positioned to benefit from the technological shift.
Hi, Partner👋
I recently freed up ~15% of my portfolio’s capital to allocate to better opportunities.
I’m opening a ~5% position in Uber, on the view that the market’s biggest fear about this business, autonomous vehicles cutting it out entirely, is overblown and will eventually benefit Uber.
Read our recent analysis of Uber:
