Jason Hawkes Investment thesis Uber (NYSE:UBER) reported 1Q24 earnings in early May, and I maintain my buy rating after the results. The investment thesis I proposed back in April is still at play, in spite of investors’ disappointment in Uber this quarter. My positive outlook on Uber is based on my belief that the company has an advantage over the peer group through its diversified revenue across mobility and delivery, with the former offsetting declines in the latter and vice versa. This was reflected in ...