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As a value investor or Warren Buffett follower would put it, they are very capital intensive. This can turn into a bad sign if they can't build a moat (monopoly
by thisisit 9y ago
As a value investor or Warren Buffett follower would put it, they are very capital intensive. This can turn into a bad sign if they can't build a moat (monopoly of sorts) or take a hit on their margins.
- marcosdumay 9y agoWhat I can even begin to imagine is why are they that much capital intensive? Uber's actual product is a SaaS. Everything else is contracted. Where is that much money going?