Been a busy two days for my model growth portfolio. Winners and losers are being established so felt need to act quickly.
Changes made today (08/08/2023):
: Over-estimated optionality. Appears PD will remain niche player
Started small $UBER
position: strong network effects; optionality with Eats/Freight/ads; ride sharing here to stay and has growth ahead; while adoption of autonomous vehicles will improve margins immensely over the next 10yrs. I will do a deep dive and may grow position if my conviction grows.