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: 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 quarter of 2021. The stock is highly correlated with GS non-profitable…