Core Insights - Uber Technologies, Inc. has transitioned from being perceived as a loss-making disruptor to traditional taxi services to becoming one of the largest mobility and logistics platforms globally, connecting riders, drivers, restaurants, and couriers [1] Company Overview - Uber is now recognized as a significant player in the mobility and logistics sector, indicating a shift in its business model and market perception [1] Financial and Strategic Background - The author has a decade of experience in a Big 4 audit firm, specializing in banking, mining, and energy sectors, which provides a strong foundation in finance and strategy [1] - The author currently oversees complex financial operations and strategy for a leading retail real estate owner and operator, showcasing expertise in financial management [1] Investment Philosophy - The investment approach emphasizes thorough research and a long-term perspective, focusing on a balanced portfolio that includes both value stocks and growth opportunities [1] - The author aims to identify promising under-the-radar stocks that may not yet be recognized by the broader market, indicating a proactive investment strategy [1]