Grab Bag: Aurora Liquidity event….Cloudflare Update…..Earnings are now relevant….Real Damage and the Scramble to land a container.

AUR…..Aurora. Post the close….in a left field ‘liquidity event’….Uber decided to sell it’s holding in AUR via a $1bn exchangeable Notes Offering. The stock dropped 16% after an already poor day and is trading around $6. Ouch! In truth the ‘Tea Leaves’ might have been plain with perfect vision……Uber injected $400m cash and its autonomous...

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