Not Advice- CIO, Global Brands Investor $LOGO Tracking consumer spending trends. Analyzing brand relevance across sectors. Mtn Bike junkie
San Diego, CA
Joined August 2015
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Eric Clark retweeted
BREAKING: A delusional Trump lies blatantly in his Fox News interview, claiming if he didn't impose tariffs on everyone "the entire world would be in a depression."
Americans are reeling from the high prices caused by his tariffs.
These algos and hedge funds etc manipulating AH markets is unreal. These moves are absurd and offer great opportunities if ur a wide lens investor. Some names deserve to be down big but so may others this earnings season are wild over reactions. Licking my chops
Eric Clark retweeted
My advice for Republicans before 2026…
Trump should stop focusing on the Middle East, and focus on the economy and immigration.
I’ve said this for a long time and tonight requires reiterating: the demographics of this country have turned harsh. The disenfranchised are growing exponentially, they will affect elections, changing consumption patterns, and tonight’s sad result of elections is more proof. Not good
$UBER getting real on stock comp. Adjusted ebitda that excludes SBC is a dangerous fiction that leads to excess spending. What you pay your employees is a real expense whether stock, cash, btc or cans of beer. Ignore at your own peril. Flatter is faster. Leaner is better. 🧐
Kudos to @dkhos and the entire $UBER team on moving to guidance metrics that are inclusive of stock-based compensation and dilution:
@Uber has done a great job of reducing dilution as they've scaled, but this next step of aligning reported metrics with the actual drivers of LT value creation is key.
Highly recommend everybody go back to last year to the @BG2Pod with $BKNG Chairman Bob Mylod where @altcap and @bgurley did a deep dive on stock-based comp, dilution, and shareholder alignment.
Also the OG BG2 Pod with @Jason and @dkhos on staying fit and scaling growth:
x.com/altcap/status/17458265…
Eric Clark retweeted
Kudos to @dkhos and the entire $UBER team on moving to guidance metrics that are inclusive of stock-based compensation and dilution:
@Uber has done a great job of reducing dilution as they've scaled, but this next step of aligning reported metrics with the actual drivers of LT value creation is key.
Highly recommend everybody go back to last year to the @BG2Pod with $BKNG Chairman Bob Mylod where @altcap and @bgurley did a deep dive on stock-based comp, dilution, and shareholder alignment.
Also the OG BG2 Pod with @Jason and @dkhos on staying fit and scaling growth:
x.com/altcap/status/17458265…
This is the new “winning”I guess: Approval rating at ankle level ✅ Economic growth slowing ✅ inflation to the masses up ✅ Labor market deteriorating ✅ Consumer sentiment close to the lows ✅ America’s brand around the world tarnished at best ✅
Eric Clark retweeted
I think $UBER will probably be my best performing stock over the long term
I see a pathway towards 20% FCF growth over the next decade if they continue to capture new growth initiatives like AVs, Ads, G&R, etc
"We are committed to annual profit expansion as far into the future as we can see."
- Uber CFO, Prashanth Mahendra-Rajah
$UBER
Eric Clark retweeted
UBER has grown monthly users
from 55M → 180M since 2020.
A 26.7% CAGR!
The scale is built & autonomy will make it much more profitable.
Long $UBER
