@ryangraves Nah, those are just better businesses with better unit economics

@PleaseStacy ha 👏

@ryangraves Or stayed private and went public in 2021 :).

@ryangraves An accurate public market simulator would be the bee’s knees

@ryangraves Both retained their founding CEOs. That matters. A lot.

@ryangraves Stock has done very well since though

@ryangraves Seems timing is everything

@ryangraves Worked out alright for you though.

@ryangraves Maybe, but if it weren't for the money raised in the IPO, Uber would have been in a lot of trouble this year. Wouldn't have been able to afford investing in growing Eats as Rides volume collapsed with COVID.

@ryangraves Wait for a few round of earnings reports and most will see the same result as $UBER.

@ryangraves ABNB and DASH were mispriced by the underwriters, execs should be livid as that money should be going to their Co. Bankers job is to raise capital for the company/ selling shareholders not give investors huge returns. UBER pricing was one of the few that they seemed to get right.

@ryangraves Doordash’s yearly revenue is ~2.5b, meanwhile Uber Eats is at ~5.3b. Doordash’s P/S ratio applied to Uber to imply a 150billion valuation, nevermind it’s freight and mobility division...

@ryangraves Interesting take can’t say I disagree better to be lucky than good

@ryangraves Privatize at $65 then relist at $100, wait for it to prop to $150 on its first trading day. #FiercestTruthSeeker #ChampionsMindset #MakeMagic

@ryangraves timing is everything

@ryangraves I was just saying this yesterday. They should have held off when they saw what happened with Lyft.

@ryangraves $500