Sep 08, 2022 / 07:00PM GMT
Mark Stephen F. Mahaney - Evercore ISI Institutional Equities, Research Division - Senior MD & Head of Internet Research
Good afternoon. I'm Mark Mahaney, Head of Internet Research here at Evercore ISI. Spencer Tan and I co-cover Uber. And we're thrilled to have Andrew Macdonald, SVP, Mobility and Business Operations, also a 10-year vet of Uber. There are not too many 10-year vets of Uber. So this guy knows the stories, the ups and downs. Hey, what start-ups don't have ups and downs? We were talking about the Super Pumped book, which I thought was great. I didn't watch the series. I read the book. But I just -- this is a fascinating company.
By the way, it's one of our top picks in mega cap. We talked about a ship between easy money and hard money longs. Hard money, those that need free cash flow support. Well, guess what company has had a free cash flow tipping point? And it's -- and that's Uber. Nobody would have thought that a few years ago when they went public with record losses, but things can change, things can scale.
So anyway, that's where we are. I'm going to go through 30
Uber Technologies Inc at Evercore TMT Conference Transcript
Jan 23, 2024
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