Ali Mogharabi

We continue to recommend investing in this 4-star narrow-moat company.

We are maintaining our $1,300 per share fair value estimate on this wide-moat name.

We recommend waiting for some margin of safety before investing in this high uncertainty name.

The partial sale of its Kantar business has no effect on our valuation.

We don't see the cryptocurrency having much effect at this point.

We think both companies' competitive advantages are sustainable.

Uber Technologies is the leader in the ride-sharing market in the U.S.

We still value the narrow-moat company at $58 per share, as Uber Eats is outperforming our expectations.

We recommend waiting for a pullback before investing in this wide-moat name.

We're launching coverage of the online product and idea discovery company with a narrow economic moat and a $22 fair value estimate.