Uber Technologies (UBER)

Pershing Square · 2025-02

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 4 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Attention 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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Interest 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Desire 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides · 2 hits Action 1 slides 100% 1/1 slides 100% 1/1 slides · 11 hits

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every slide · same image gating as the playbook

Includes a specific investment thesis callout at the bottom.frame_situation

The slide uses a structured list format to outline the core pillars of the investment thesis.summarize

Open slide detailBeat · InterestLoop · Cost Of Inaction

The chart uses a dual-axis approach (bars for absolute EBITDA, line for margin percentage) and includes a watermark.analyze_data

Open slide detailBeat · DesireLoop · Cost Of Inaction

The slide highlights a valuation disconnect where earnings estimates have risen while the share price has declined.analyze_data

Open slide detailLoop · Cost Of Inaction

The slide uses a structured argument format to systematically dismantle the bear case regarding AVs.preempt_rebuttal