Any criticism of Dara as a CEO should really be criticism of him as an ex-investment banker. He inherited a bunch of bad, overvalued businesses started by Travis. Given the hand Dara was dealt, I think he's actually done quite well. But... he should have known better.
Odgovor korisniku/ci @gerstenzang
On the overvalued part, we've done a fair amount of work on Uber and we think there's a good chance they'll do $10b plus of EBITDA in 2025, making it a steal at 5.5 - 7x EV to forward 2025 EBTIDA. Plus the global platform, emerging businesses (Eats, Freight), & ATG optionality.
14:20 - 24. sij 2020.
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