Uber Technologies (NYSE:UBER) is a thesis that continues to impress. Unlike a few years ago, Uber is now a company that can be called a cash cow, having transformed its financials and managed to generate a substantial amount of free cash flow. In my last analysis, I noted that the Uber case remained largely intact, but the stock's run-up had compressed the margin of safety. However, Uber's Q2 proves that earnings are growing (and have the potential to continue) at an even faster pace than the stock. Despite ...