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Uber Technologies (UBER) · page 1 of 5

Includes a specific investment thesis callout at the bottom.

Activist deck · thesis_headline · frame_situation · dense density

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Includes a specific investment thesis callout at the bottom.
Slide schematic 5/5
callout 1/1 list 1/1 paragraph 1/1 source-note 1/1 title 1/1
Components 5
primary bullet paragraph source-note headline
Tools 0
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Frameworks 1
network-effects-flywheel 90%

business model has strong network effects that reinforce supply and demand growth