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Uber Questions – Stratechery by Ben Thompson

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Another great writeup from Ben Thompson looking at Uber’s S-1.

However, if I bought individual stocks (I don’t per my ethics policy), I would be out: this S-1 is so devoid of meaningful information (despite its length) that it makes me wonder what, if anything, Uber is trying to hide. If I am going to be taken for a ride I want at least some idea of where I am going — isn’t that the point of Uber in the first place?

He raises some interesting questions.

Posted on April 24, 2019








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