SoMa Equity Partners: Uber Could Triple In Value

Rupert Hargreaves

Published onOctober 9, 2020

Updated on May 14, 2021

At this year's Sohn San Francisco Investment Conference, Gil Simon, the Chief Investment Officer & Managing Partner of SoMa Equity Partners, pitched Uber as his favorite stocks.

SoMa Equity Partners is a long/short equity manager focused on the Technology, Media & Telecommunications sector. It was co-founded by Gil Simon in 2016, and takes a concentrated, long term approach to portfolio construction.

uber - softbank deal — freestocks-photos / Pixabay

According to the firm's latest 13F filing, its largest position at the end of June was Netflix, with a 10% portfolio weight.

In his presentation, Simon stated that SoMa's team believes Uber has the "potential to triple" over the...

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Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

SoMa Equity Partners: Uber Could Triple In Value

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