22 | I enjoy analyzing companies📈, weighting 🏋️🏽♀️ and sports | ✝️, Family, student 📚| 🇺🇸
Dec 27 • 7 tweets • 8 min read
$UBER Stock is one of my core positions in my portfolio.
In this Deep Dive I will be going over my thesis on $UBER from its Moat, Financials, Management and Growth Runway.
🧵In this thread I will break down why I hold uber as a core position
1⃣ The Financials:
FY 2025 Results (Latest)
Revenue $49.61 Billion (+18% YoY)
Gross Margin: 34.15%
Net Income: 16.64 Billion (Inflated/onetime tax benefit)
Free Cash Flow: 8.6 Billion
Cash on Hand: 9.5 Billion
Debt: 10.6 Billion
Dec 14 • 7 tweets • 13 min read
I’m planning to add Pro Medicus $PME.AX to my portfolio very soon.
I first heard about it from @fiscorainvest, so I decided to do a deep dive. Honestly? I was shocked.
The financials, competitive advantage (Moat), growth runway, and management are all world-class.
🧵In this thread, I’ll break down why I think this is as perfect as a business can get. (This is a deep dive/longest post on a company yet)
The Business
Pro Medicus (ASX: PME) is a healthcare software company that has built the world’s fastest medical imaging viewer, called Visage 7.
