In this episode, Arne and I talk about UBER (valuation, how will they make money) which is going public tomorrow, LYFT (valuation, operations) which announced 1Q 2019 earnings earlier this week. How Uber and LYFT are different, how capital markets have changed and have led to going IPO with losses and unpredictability about their business, And, we touch on my favorite shareholder meeting which was held last week i.e. Berkshire Hathaway.
See the previous episode notes at https://cdoq.blogspot.com/2019/05/valley-nordic-new-podcast.html