Notes from SoMa Equity Partners' Gil Simon presentation from the 2020 SohnX San Francisco Conference.
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Q2 2020 hedge fund letters, conferences and more
Gil Simon of SoMa Equity Partners
- Uber
- Transportation industry
- Current position, global leader in service
- Most competitors are regional
- Highly valued platform
- Viewed as commodity business
- Truly number 1 in every region
- Rides and eats
- Has ability to launch new services
- Volatile history
- Cultural and PR battles with Travis
- Very distractive
...
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