Manu Invests
@ManuInvests

Mark Mulhern - Manu Invests - Fundamentally Sound Substack. Quality investment insights. Breaking down financial statements & simplifying complex concepts.

 Based in United States
manuinvests.substack.com/
Joined May 2025
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Article

On Uber: AVs, Take Rates, and Fragmentation

One of the primary arguments against Uber as an investment can be summarized in two words: AV disruption. As an Uber investor, it probably goes without saying, but I disagree and I’m going to show you

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The Broken Yardstick: Why Your “Historic” P/E Chart is Lying to You

There is a lot of talk about an ‘AI bubble’ and elevated SP500 multiples these days. If you have spent any time in financial social media circles you have certainly seen a chart like this. It’s

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