Tag: Uber

Uber: Little IP & Less Profitability than Meets the Eye

Uber: Little IP & Less Profitability than Meets the Eye

If you read these pages or listen to our TEK2day Podcast you know we avoid companies with little in the way of defensible intellectual property ("IP") or a sustainable competitive advantage. We have consistently articulated this sentiment about Uber for the past several years. Further, Uber has less operating leverage than one may conclude after … Continue reading Uber: Little IP & Less Profitability than Meets the Eye

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Growth at All Costs Leads to A Lack of Focus

Growth at All Costs Leads to A Lack of Focus

Over the past several years as I've read articles about Uber, WeWork and a number of technology startups, my takeaway is that many of these companies lack focus. They lack a focused mission. They lack strategic and operational focus. I understand the argument that institutional investors want growth in the absence of yield, but too … Continue reading Growth at All Costs Leads to A Lack of Focus

Convenience as a Service (“CaaS”)

Convenience as a Service (“CaaS”)

We recently published an article entitled "The Now Economy and Workplace Implications". Sticking with this theme and on the heels of Walmart's latest salvo in the "Walmart vs. Amazon Food Delivery War", we have published a list of food delivery services. We also share our thoughts as to how this game may play out - … Continue reading Convenience as a Service (“CaaS”)

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as a long-term investment? Right up there with owning an airline. Heck, even if the rideshare companies were operating at scale - running on autonomous vehicle fleets - would you really want to own that business? Depreciating assets, multiple competitors (it will be more than Lyft and Uber), and thin profit margins (we are … Continue reading Rideshare as an Investment? Don’t Be Spun by the VCs

Every Company Should Consider Adopting A Subscription Revenue Model

Every Company Should Consider Adopting A Subscription Revenue Model

SaaS Companies and Subscription Revenue Models Every company can learn from SaaS (“Software-as-a-Service”), companies. My first exposure to SaaS companies was the first self-proclaimed "SaaS" company – Salesforce.com. This was early in my banking career around the time of Salesforce’s 2004 IPO. Today, Salesforce is a $110 Billion-plus market cap behemoth. Every company - regardless … Continue reading Every Company Should Consider Adopting A Subscription Revenue Model

Automobiles as a Service (AaaS); Uber Completes Tender Offer

Automobiles as a Service (AaaS); Uber Completes Tender Offer

Cadillac's "BookbyCadillac" premium automobile subscription service (we refer to as AaaS), sits comfortably between the traditional car ownership model and the pure rideshare model (Uber, Lyft, Waymo). Priced at $1,500/month (plus $500 initiation fee), we don't believe that Cadillac's bundled subscription service is a good value - flexibility and convenience come at a price. Listen … Continue reading Automobiles as a Service (AaaS); Uber Completes Tender Offer

Autonomous Teaser, Uber Data Breach, More M&A

Autonomous Teaser, Uber Data Breach, More M&A

Autonomous Teaser, Uber Data Breach, More M&A In this edition of the CEORater Podcast we cover: 1.) Autonomous driving teaser.. 2.) Perhaps Microsoft (MSFT) ought to acquire Anaplan and other SaaS/cloud Financial Management tools to create an upgrade glide path for Excel? We think so. Infor would do well to follow a similar M&A path. … Continue reading Autonomous Teaser, Uber Data Breach, More M&A