[lukewrites]

Can you link to any rebuttals of Horan's argument? I found his articles to be pretty convincing, but am open to reading the other side.

I'm not a finance person, but it seems like how Buffett wanted to hedge his investment would mean that he isn't so rosy on Uber that he's willing to go in without guarantees.

[valuearb]

The available financials (read them) don’t allow backing out Uber’s cost if investing in side businesses, or international customer acquisition costs, or per market profitability. Yet he made bold claims in all those areas.