PROJECT REPORT

ON
“INVESTMENT MANAGEMENT AT UBER”

I.K. GUJRAL PUNJAB TECHNICAL UNIVERSITY

KAPURTHALA
In partial fulfillment of the requirement for the
Award of degree of
Master of Business Administration (MBA)
Submitted To: Submitted By:
Ms. Pooja Puri Anshpreet Kaur

DEPARTMENT OF MANAGEMENT STUDIES

AMRITSAR GROUP OF COLLEGES

AMRITSAR
 A STUDY ON INVESTMENT MANAGEMENT AT UBER
INRODUCTION

What is investment Management: Investment management refers to the handling of

financial assets and other investments—not only buying and selling them. Management

includes devising a short- or long-term strategy for acquiring and disposing of portfolio

holdings. It can also include banking, budgeting, and tax services and duties, as well.

INVESTMENT MANAGEMENT AT UBER : In Recent Years, a Concept Knows as the “Sharing

Economy” Has Taken the Market by Storm, Giving Rise to Several Truly Revolutionary

Businesses. While a Number of Companies Have Cashed in on This Trend, the Sharing

Economy’s Undisputed King is Uber as a Ride-Sharing Company That Empowers Any one to

Start Earning Money with Their Vehicle and Enables Those Needing a Lift to Quickly and

Affordable to Find a Ride. The Amount of Success Uber Har Been Able to Achieve in Their Short

History is Remarkable. Uber’s Disruptive Technology, Explosive Growth, and Constant

Controversy Make It one of the Most Fascinating Companies to Emerge over the Past Decade.

The Almost Ten-Year-Old Company Soon Grew to Become the Highest Valued Private Start-Up

Company in the World. Uber works as a mediator performing ride-sharing business

through a digital platform between riders and drivers. It has determined apps for both riders

and drivers following an ‘X’ algorithm to connect both of them. Uber doesn’t own any vehicles;

instead, it charges 25%commision from each booking. Uber Technologies long-term

investments for 2022 were $6.885B, a 45.38% decline from 2021. Uber Technologies long-term

investments for 2021 were $12.606B, a 24.43% increase from 2020. Uber Technologies long-
term investments for 2020 were $10.131B, a 14.8% decline from 2019. Uber is funded by 115

investors. PayPal and Asas Capital are the most recent investors. Uber has made 22

investments. Their most recent investment was on Dec 6, 2021 , when Serve Robotics raised

$13M .

OBJECTIVES OF STUDY :

• To Conduct a Detailed Study on Investment Management at Uber .

• To Study the Sources and Uses of the Investment.

• To Analyze the Liquidity Position Through Different Investment Related Ratios.

 To Analyze the Investment Components, Like as Receivables Accounts, Cash

Management, Inventory Management.

 To study how UBER increases their total wealth overtime.

 To study whether uber have a wealthy future.

RESEARCH METHODOLOGY

COLLECTION OF DATA

PRIMARY DATA

Primary sources of data are the data which needs the personal efforts of collect it and which

are not readily available. Primary source of data is the other type of source through which the

data was collected.

Secondary Data
Secondary Data is Already Available Information Collected by Someone Hence for Their Own

Study Purposes and It is the Published Sources of Information. The Secondary Data Sources Got

This Study Purpose Are.

Textbooks

Websites

Documents and Material

REVIEW OF LITERATURE

Dr Rp Rastogi’s Principle (Officiating) Shri Ram College of Commerce, University of Delhi. He is

M.Com and M.phil from Delhi School of Economics, University of Delhi and a Fellow Member of

the Institute of the Company. Secretaries of India – New Delhi. He Obtained Doctorate from

Jiwaji University, Gwalior. He Has Been Teaching Accounting and Finance at Shri Ram College of

Commerce for More Than 40 Years. He is Also Associated with Post Graduate Teaching in

University of Delhi. Investment Management is to Explain the Investment Decision Making and

Investment Process. It Focuses on the Investment Analysis. To Link the Theory and Practice, the

Entire Investment Process Has Been Discussed in the Indian Financial System.

The History of Uber:

According to the Uber Archives, the Company’s Founding All Came from a “Simple Idea” –

What If You Could Request a Ride Right from Your Phone? The Infamous Snowstorm Incident

Took Place in Paris, in December 2009. Experiencing the Common Urban Woe of Not Giving a

Cab in a Storm, Travis Kalanick and Garrett Camp Soon Brainstorm an Idea for a New Company
Called Uber cab. The Name Uber is Derived from the German Word Meaning “Above All the

Rest”, a Bedrock Principal Kalanick and Camp Wanted for Their Fledgling Company. With Uber

Cab, the Origin of the Connectivity Portion of the Company-Client Dynamic was Introduced-All a

Rider Had to Do was Open Their Mobile Phone, Tap a Button, and Find an Affordable Ride in

Minutes. Within Months, Uber Dropped the “Cab” Portion of This Company Name, Opting to

Stick with Uber and Uber Alone- the Company’s Founders Reasoned That Uber Really Wasn’t a

Taxicab Company in the Traditional Sense, So There was No Reason to Attach the Term “Cab” to

Its Name.

Uber Timeline:

Uber Has Taken an Interesting Path in Its 10 Years in Business. Here’s a Brief Timeline

Underscoring Its Biggest and Most Noteworthy Moments.

• March 2009. Kalanick and Camp, Along with College Buddies Oscar Salazar and Conrad

Whelan, Create the “Black Car” Ride Service del That Would Ultimately Become Ubercab.

• June 2010. Uber cab is Launched in San Francisco, and the Ride Service Immediately Connects

with the City’s Tech-Heavy, and CarOwnership Averse, Urban Professionals.

• October,2010. Uber cab is Renamed Uber, and the Company Snares $1.25 Million in Capital

Funding to Expand. Former Napster Co-Founder Shawn Fanning is an Early Investor. Two

Months Later, CEO Graves Steps Down and is Replaced by Kalanick.

• May,2011. Uber Rolls Out in New York City, and is Met with Heavy Resistance from the City’s

Massive Taxicab Industry. Six Months Later, Uber Launches in Paris.

• December,2013. Uber Drives Join Up to File a Lawsuit Against to Be Designated as Employees,

and Not Contract Workers. It’s the First of Multiple Showdowns Between Drivers and Uber.

• August 2014. Uber Introduces Uber Pool, a Ride Sharing Model That Enables Riders to “Pool”

Their Rides and Spilt the Fare Between Multiple parties.

April 2015. Uber Eats is Launched in Los Angles. Chicago and New York, Giving Consumers the

Uber Experience with Food Delivery. The Service Immediately Catches on with Young

Millennials Too Busy on the Job to Cook Dinners-Giving Uber Another Profit Line in the Process.

• February,2017. Uber is Hit with Its First of Several Charges of Sexual Harassment in the

Workplace. A Blog Post from a Former Company Engineer Lights the Fuse with Charges of a

Sexist Workplace Culture at Uber. Management Responds to the Resulting Outcry by Hiring

Former U.S. Attorney General Eric Holder to Investigate the Matter, and to Investigate the

Company’s Workplace Culture. Five Months Later, Kalanick Resigns as CEO After Strong

Pressure from the Company’s Board of Directors. He is Replaced by Dara Khosrow Shahi, the

Former CEO at Expedia (Expel).

• May,2019. Uber Goes Public on the New York Stock Exchange, with an Initial Share Price of

$45, and a Market Capitalization of $75.5 Billion.

UBER CONTROVERSIES

Uber certainly has experienced its share of controversies, with long-time executives leaving the

company as a direct result. First up are the lengthy battles Uber has fought in big Urban centers

like New York and San Francisco, mainly lining up against big taxi interests who received Uber
as a major threat. In 2010, San Francisco’s Metro Transit Authority delivered a “cease and

desist” letter to Uber, charging them with running a taxi service company without proper

licensing. The regulatory wrangling took three years to sort out, and a deal was reached to

allow Uber to continue to operate on the streets of San Francisco in 2013. Uber was also

embroiled in a class-action lawsuit filed by 35,000 company drivers in 2013, who claimed their

independent contractor status was unfair. The drivers sought full employment, and the better

wages and benefits that go with being full-time employees. The company and its drivers settled

out of court, and today Uber drivers are still deemed contractors in most U.S. states, although

the company has taken steps to boost pay and perks on the job. In 2014, Uber ran into more

trouble when then-CEO Kalanick drew scrutiny after calling his own company “Boober” in a GQ

magazine interview, in discussing the ride-sharing company’s popularity with female

consumers. The issue grew prominent after former Uber staffer Susan Fowler’s blog post on

what she said was the company’s toxic and sexist workplace culture. The resulting report from

holder backed Fowler’s view of the company and led directly to the resignation of 20 company

employees and new rules on staff behavior in the workplace going forward.

UBER’S STOCK PERFORMANCE

After going public with its first initial public offering in 2019, at a stock price of $45, Uber stock

is currently trading in the same price range three months later. The company’s market cap

remains strong at $74 billion, and Wall Street analysts expect the Uber’s share price to rise to

$53 in a year, bolstered by continued demand for ride-sharing services and a consensus that

the company will emerge from its workplace behavior scandals relatively unscathed and put its
other controversies in the rear-view mirror. The company should also benefit from the

burgeoning strength of its Uber Eats food delivery service and is expected to become an

industry leader in the use of driverless vehicles down the road. There are some financial

roadblocks for investors, however. Uber stock does not pay a dividend, and thus is not a big

attraction to income-minded investors. Meanwhile, more aggressive investors seeking capital

appreciation are no doubt disappointed in Uber’s share price, which has remained lastly mired

in the mid-$40s since its IPO and shows no significant sign of taking off in the coming months,

even as the overall stock market continues its robust ascent. Consequently, while there’s much

to like about Uber’s growth prospects as a company, its meandering share price isn’t generating

much enthusiasm among investors- at least in the summer of 2019.

UBER PROMISES 100 PERCENT ELECTRIC VEHICLES BY 2040, COMMITS $800

MILLION TO HELP DRIVERS SWITCH

Uber said that vehicles on its ride’s platform in the United States, Canada and Europe will be

zero emission by 2030, taking advantage of the regulatory support and advanced infrastructure

in those regions. New York: Uber Technologies Inc. on Tuesday said every vehicle on its global

ride-hailing platform will be electric by 2040, and it vowed to contribute $800 million through

2025 to help drivers switch to batterypowered vehicles, including discounts for vehicles bought

or leased from partner automakers. Uber, which as of early February said it had 5 million

drivers worldwide, said it formed partnerships with General Motors and the Renault, Nissan,

Mitsubishi alliance. In addition to the vehicle discounts, uber said the $800 million includes
discounts charging and a fare surcharge for electric and hybrid vehicles, the cost of which would

be partially offset by an additional small fee charged to customers who request a “green trip.

UBER EYES A BIGGER SLICE OF ELECTRIC VEHICLE SPACE

Prabh jeet Singh, president, mobility, Uber India and south Asia. The ride-hailing platform has

partnered with green technologies services start-up such as Lithium to deploy over, Evs across

Delhi-NCR, Mumbai, Bengaluru, Hyderabad, and Pune. Ride-hailing platform aims to induct

3,000 Evs in its fleet by 20201-end Uber India plans to have 3,000 electric vehicles (EV) in its

fleet by end of 2021, a top executive at the ride hailing company said, in line with the trend in

the mobility sector which is taking rapid strides in green technologies. Uber plans to partner

with original equipment manufacturers (OEMs), EV infrastructure firms for charging and battery

swapping, and fleets and financiers to make green-powered automobiles both ‘accessible and

affordable’.

UBER MARKETING CONDITION

SWOT Analysis

1. Strengths:

• It is a pioneer and market leader in its category.

• Uber has a strong network effect

• It has strong platform governance procedures for its users. It has a low operating cost.

2. Weakness:

• Its overreliance on the drivers on its platform to make its service plausible
• Broken and weak work culture

• overreliance on internet

• Overreliance on data for running smooth open

2. Opportunities:

• New technology: self-driving car

• Finding growth in emerging

• Inefficiencies in the Taxi market around pricing and waiting period

4. Threats:

• Government policy

• overreliance on customer’s data

• Taxi union association

• Bad customer service experience with its drivers

SOCIAL

Ubers Disruption to the Traditional Taxi Industry is in Itself Social Change to Many

People. It Alters the way We Work and Makes It Something of Social Status to Some

Sets of People, Especially the Working Class. While on the Other Hand, Its

Reputation was Recently Attacked from Allegations and Offence. Such as,

Unauthorized Driver Using Its Platform the California Law.

TECHNOLOGY

The Internet Has Made It Possible to Be Scale Its Business Model with Ease. Its

Mobile Application That is Primarily Used for Running the Service Wouldn’t Have
Been Possible Without the Internet Connectivity Unbaled to Connect Passengers

with Drivers on Its Platforms. LEGAL the Sharing – Economy Business Model is a New

Phenomenon to Deal with for Government and Regulators and Hence They Move to

Put Regulations in the Market. This Has Recently Sparked a Law Called California Law

Where Uber was Compelled to Treat Its Drivers as Employees Whereby Uber Has to

Cater for Them. Uber was Fined in France over Illegal Driving and Its Licence was

Revoked in the Uk over Allowing the Unauthorised Driver to Continue Using Its

Platform.

ENVIRONMENT

Uber is Not Left Out in the Sustainability Topic. It Has Introduced Sustainable

Efficient Cars in Some. Advanced Countries Like Germany Where Users Are Giving

the Option of Ordering a Sustainable Powered Car Called Uber Green.

REFERENCES

1. https://www.uber.com/in/en/about/

2.https://www.garyfox.co/uber-business-model/

3.https://www.crunchbase.com/organization/uber