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Brad Gerstner – Public and Private Investing - [Invest Like the Best, EP.179]
Invest Like the Best with Patrick O'Shaughnessy
Is It a Good Business Model?
Uber is the biggest in this field. But it seems like to take like the food delivery wars right now, it would be incredibly hard to pars who's going to emerge most victorious from this. So how do you think about that? You mentioned earlier being too early as a problem. How do you address something like that in this space? I know a really well known envesdor in china. They got the thematic bet right right, but bet on a wrong horse. Their conclusion was, in two thousand and five, we should a bought j d. Shut about baba shud, about v i p shops. We didn't have to make a bet on the winner....
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