Brad Gerstner · Invest Like the Best · 23 June 2020
“Uber just reported their quarterly reports and I think their segment EBITDA margins in January and February for rideshare were over 30%. I believe six quarters earlier, they were negative 20%.”
Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Brad Gerstner is on record saying.