Charlie Zvibleman

@CharlieZvible

Hedge Funds last 10 years. Looking to build businesses next 10. Angel investing at Fab 5 Ventures

New York, NY
Joined October 2013

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  1. Jan 31

    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

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  2. Jan 31

    I am confused why they aren’t taking advantage of their lower transaction costs (ach) to make acquisitions. Couldn’t Pypl double sq/stripe/etc margins ? Shift to PayPal as funding source (100bps vs 200)

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  3. Jan 31

    PYPL metrics continue to be solid. Offline to online transition could 10x their business. Margins should trend from 23% to 30%. Just waiting on some innovation...

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  4. Jan 31

    Took $30bn off uber mkt cap. And I don’t understand how you couldn’t have seen it coming. WeWork was a mistake, we all have them. But to me the story is the funding of competitors, structurally lowering profit pools and multiples.

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  5. Jan 30

    34%. Nice inflection in YoY $ added 🚀

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  6. Jan 30

    I think I need >31% aws growth and comfort unit strength will continue beyond Q1. Expect ebit ests to continue down as they plow fwd on global one-day, so unit growth better be there.

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  7. Jan 30

    Why on earth would DoorDash be reluctant to entertain merger talks with Uber

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  8. Jan 29

    Ad load full Time spent not growing (mix adjusted) Privacy going the wrong way Either CPMs 🚀 or FB slows

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  9. Jan 29

    on pace to buy back every last share of their double digit declining GMV business 🤷🏻‍♂️

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  10. Jan 28

    Headline accurate: Uber's self-driving cars are a key to its path to profitability Replace body: sale to offload segment

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  11. Jan 28
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  12. Retweeted
    Jan 25

    The cruising cap in NYC sounded great until you see how it plays out in real life.

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  13. Jan 23
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  14. Jan 22
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  15. Jan 22

    I give this 18 months💰🔥🔥🔥 This Dallas startup just hauled in $14.5 million to disrupt Uber, Lyft

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  16. Jan 21

    Guided conservative bc they underestimated the pull fwd from YE’18 for Q1’19 guide a year ago. Can see similar ramp at YE’19. Plus pointed to better Q2’20 vs Q2’19. Didn’t blow it out... but sub trajectory steady, margins up another 300bps in 2020... autopilot

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  17. Jan 21

    I thought aapl and dis+ launched this quarter? Nflx on autopilot. Market likes autopilot.

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  18. Jan 21
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  19. Jan 21
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  20. Jan 15

    This is how stocks go parabolic. A strong Q4 beats the bear case for good.

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