The Intrinsic Value Podcast 对 $UBER 的判断变化
我们有时会谈到，Uber 在世界上几乎每个市场都已经成为一个动词，但在一个不断变化的行业中成为家喻户晓的名字，也意味着你可能已经相当过时了，PayPal 的情况肯定就是如此。
I mean, we sometimes talk about how, you know, Ubering is a verb in pretty much every market in the world, but being a household name in an industry that is subject to just constant change, also means you probably quite outdated, and that was certainly the case for PayPal.
而且，Mark 也是在我们另一项投资组合持股 Uber 以及 Amazon 建立了非常成功的广告业务的人。所以，他当然知道自己在做什么。
Well, and Mark is also the one who built the highly successful ads business at another one of our portfolio holdings, Uber, and also for Amazon. So, he certainly knows what he's doing.
实际上，我正在为 Uber 制作一集更新节目，幸运的是我们今天没有提到它。它并不是我们最大的输家之一，但它也回吐了自我们最初建仓以来的一些涨幅。然而，至少就我个人而言，我依然一如既往地看好它。
And I'm actually working on an updated episode for Uber, which we fortunately didn't mention today. It wasn't one of our biggest losers, but it has also given up some gains from when we first invested in that position. And yet, at least personally, I'm as bullish as ever.