Very interesting business in a sector where the winner takes the most. Who's second to Uber and AirBnB? You know there are competitors, but I can't name them without looking it up. That is enough to get my interest in a growing global sector.
I'm kicking myself I didn't jump in earlier becuase of caution over EU growth, but I'm waiting for a buying opportuity with market volatility.
Disc: Not held. Yet.