2023 Robin Hood Investors Conference – Larry Robbins’s Best Ideas

The following are notes from Larry Robbins's best investment idea at the 11th annual J.P. Morgan / Robin Hood Invrestors Conference took place on October 24 and 25, 2023.

Best Idea: Larry Robbins (Glenview Capital)

A summary of the best investment ideas presented by Larry Robbins of Glenview Capital:

1. Uber (NYSE:UBER):

• Glenview Capital recommends Uber
• Uber reached EBITDA profitability in the third quarter of 2021 and GAAP Net Income profitability in the second quarter of 2023.
• The company has consistently beaten EBITDA consensus estimates every quarter since the fourth...
  

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