Group 1: Uber - Uber is recognized as a highly innovative company, creating a new category in on-demand ride-hailing and delivery services, with a market cap of $177 billion after a 35% increase in share price in 2025 [1] - The ride-hailing segment saw bookings increase by 20% in Q3 2025, reaching $25.1 billion, while the delivery division experienced a 25% year-over-year growth in bookings, contributing to a 20% overall revenue increase for the company [3] - Only 15% of the adult population in the U.S. uses Uber's services, indicating significant growth potential, especially through cross-selling between mobility and delivery services [4] - Uber's advertising operations generated run-rate sales of $1.5 billion in Q1 2025, showcasing the company's ability to create additional revenue streams [5] - The multi-sided ecosystem of Uber has established strong network effects, enhancing its competitive position as more riders and drivers participate in the platform [6] Group 2: Coca-Cola - Coca-Cola is a mature company with a long history, recognized globally, and produced a total return of 16% in 2025, including dividends [2] - The company operates over 200 beverage brands, with 2.2 billion servings consumed daily, making significant expansion challenging from its already extensive base [9] - Coca-Cola's brand strength supports its pricing power and profitability, appealing to investors focused on capital appreciation [8]