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@CharlieZvible | |||||
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$Uber missed Eats bookings in q2, stock tanked 🤦♂️
Missed eats booking in q3, stock tanked 😣
Yet still street modeling 550bps acceleration in q4??? 🤢
Where is the pilot pic.twitter.com/TplKgMToeI
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Lloyd Walmsley
@wammertime
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2. velj |
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You can’t honestly believe Eats is why the stock was down after the last two prints. C’mon.
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Charlie Zvibleman
@CharlieZvible
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2. velj |
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?? Of course. They missed on the most important metric (bookings). Beat literally everything else
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MI Capital
@MIcapital2
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1. velj |
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What's this look like on a Y/Y basis?
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Charlie Zvibleman
@CharlieZvible
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1. velj |
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62% yoy in q4 vs 73% q3. 18pt decel prior 2 quarters.
It could happen. Just don’t see the logic on base case being there, esp after making this mistake prior 2 quarters.
Too many people anchoring on the company’s pre-IPO model which clearly has changed.
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