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A quality compounder is a business that not only sports durable competitive advantages but also builds on its success by consistently reinvesting its profits at high returns.
Uber Technologies and Costco Wholesale Corporation recently expanded their U.S. partnership, taking Costco delivery via Uber Eats from 17 states to 47 and adding nearly 600 warehouse locations, giving members nationwide access to same-day delivery of groceries and household essentials through the Uber Eats app. This expansion not only deepens Uber’s role in large-scale retail delivery but also ties Costco members more closely into the Uber One ecosystem via discounted memberships, gift cards...
Grab's bet on Atome Financial rattled investors, but its top executives responded by buying more than $30 million of GRAB stock.
Recent third-party headlines about this company, kept separate from Makkler's own editorial coverage and linking out to the publisher. Accuracy is the publisher's responsibility.

The Alphabet unit is starting with a limited Vegas rollout, testing its newest vehicles in one of the world’s busiest tourist markets.

The Nashville Waymo rollout gives Lyft a path into autonomous rides without building its own driving system or abandoning human drivers.

Eaton’s power-infrastructure backlog contrasts with Rivian’s costly R2 ramp, making the choice hinge on certainty versus upside.

The GameStop and Uber chiefs made discretionary purchases, but the businesses they are betting on face very different investor tests.