My Portfolio / Every company I’ve owned /
$UBER · Uber
My position since Nov 2025 · 3 buys · still held · Autonomous Vehicles
Every decision
- 16 December 2025Bought
Growing high-margin advertising and subscription revenues will ultimately be underpinned by it becoming the universal aggregator for commoditised autonomous miles (with existential threat from Tesla's potential to build a dominant, closed D2C network)
- 11 November 2025Bought
Growing high-margin advertising and subscription revenues will ultimately be underpinned by it becoming the universal aggregator for commoditised autonomous miles (with existential threat from Tesla's potential to build a dominant, closed D2C network)
- 6 November 2025Bought
Accumulate into strength and reasonable valuation
On the podcast and in writing
In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.
