Uber: Way Too Cheap

Core Insights - The disconnect between market perception and company fundamentals has widened, despite improvements in cash flow and management's commitment to buybacks [1] Group 1: Company Performance - Cash flow has accelerated, indicating stronger financial health [1] - Management has been explicit about their strategies, particularly regarding buybacks [1] Group 2: Investment Strategy - The Pragmatic Investor focuses on building diversified portfolios to preserve and increase wealth [1] - The investment group covers various sectors including global macro, international equities, commodities, tech, and cryptocurrencies [1]