These equity stakes also present potential upside. For Uber, the equity stakes in Didi, Zomato, Grab and others provide them with exposure to these markets without bearing the operational risks and costs. If these companies thrive, Uber will profit from the increase in value of its stake. Strategic partnerships can bring in additional benefits.
Still, I agree that this trend does complicate the analysis of reports. It also raises questions about the transparency and predictability of future earnings, as these are tied to the performance of other companies that investors may not fully understand or have visibility into. As always, it's a delicate balance between potential upside and added complexity.
Still, I agree that this trend does complicate the analysis of reports. It also raises questions about the transparency and predictability of future earnings, as these are tied to the performance of other companies that investors may not fully understand or have visibility into. As always, it's a delicate balance between potential upside and added complexity.