UBER

"Uh, Grab, you could say, is the Uber of Southeast Asia."

"So Uber, one of the reasons that Uber is so attractive today, stock's down 30% over the past year. So the market obviously doesn't think that this business is going to be nearly as strong in the future as it is today. Forward priced earnings multiple is about 17. Forward price to free cash flow is just 11.5. And what we don't see with Uber is any signs that there's disruption, at least not yet. Now, I'm acknowledging that this could potentially be disrupted in the future, but I think if this the"

"Uber stock has been absolutely crushed, down almost 31% from its high."

"If you believe that Uber is just going to get better from here and they are going to be the even if it's the number two autonomous company, but they're going to keep on growing their cash flow, this seems to be like a very cheap price for the company."

"Uber is trying to buy a huge overseas food delivery company called Delivery Hero for about $15 billion."

"And for the very first time ever, Uber generated over $10 billion in free cash flow over the past year, capping off four straight quarters of 20% plus growth. Guys, this is a fast growing cashgushing machine."

"While the stock was falling, the people who know Uber the best were buying. As I mentioned, on September 10th, the CEO of Uber bought 141,000 shares with his own cash in a real open market purchase."

"Its profit forecast for this quarter came in a touch lower than expected. It announced plans to spend a massive over $10 billion on self-driving cars. It's making a giant overseas acquisition and it just cut about 10% of its staff in order to get leaner."

"This bullcase is saying no, it'll just make Uber even more profitable because they don't have to sit there and pay the drivers and worry about the hassles with that."

"وهو سهم أوبر. وبصراحة، ليس لديّ اهتمامٌ كبيرٌ بهذا العمل، ببساطة لأن لديّ أسهمًا أخرى، وأسهم نموّ أخرى، أعتقد أنها ستتفوق على أوبر."

"আরেকটি শেয়ার যা খুব একটা নড়াচড়া করে না, আর সেটি হলো উবার।"

"LVMH, where is yours? Home Depot, McDonald's, Uber, Brookfield, Costco, Waste Management. I showed a lot of them here, and I own much more of them in my portfolio. I've been buying a lot of them. They're getting cheap"

"Uber Uber is one where here as well, I do think that the market is misunderstanding this name. I know there is the camp of the Uber Tesla bulls, pun intended and Whimo and they are going to take the whole market which is why Uber's company is going to go out of business. I don't see that happening anytime soon or even in the future unless those two companies take 90 plus% of the delivery and mobility market around the world. But as of right now, stock is clearly forming a base at around $70 per "

"A good recent case study is Uber. See, when Uber came public in the 2010s, it was losing billions in dollars in profit every year. In fact, its loss hit negative8.5 billion dollars in 2019. But as the company continued to grow revenue and scale operations, those losses actually peaked and started to decline. And as you pass forward the clock, you see that the company eventually reached profitability. And over the last 12 months, it generated $6.7 billion in operating profit. So this is a beautif"

"Uber is still the largest shareholder. However, the CEO has B shares, so still controls the company with 60% of the votes."

"Uber couldn't do it. You just can't do it."

"As for Uber, still in the low70s, still struggling to really try to make a push back above $80 per share. But in my opinion, the business remains undervalued. Yes, the narrative here, the sentiment around the name is definitely negative despite the company delivering despite insiders buying millions of dollars worth of shares."

"And this happens to be Uber. To put that cash number into perspective, $10.1 billion is nearly double what Tesla collected over that exact same stretch."

"companies like Walmart, companies like Costco, McDonald's, a lot of TJ Maxx, a lot of the apparels, LVMH, Lululemon, Nike, Uber, even PepsiCo, and and even Waste Management is being affected by diesel prices and all those companies. Anything that has to do with the consumer is trading near its 52- week close."

"لقد أدرجت أيضاً أوبر لنتمكن من رؤية الفرق بين أوبر وتسلا في الوقت الحالي لأن هذا النقاش لا يزال مستمراً."

"بعد خمس سنوات من الآن، ما لم تكن تسلا ووايمو هما المركبتان ذاتيتا القيادة الوحيدتان على هذا الكوكب، لا أرى كيف لن تكون أوبر شركة عظيمة وأكبر حجماً."

"وفيما يتعلق بأوبر، إذا نظرت إلى أوبر، فستجد أنها زادت بنسبة تقارب 50% منذ عام 2022."

"مهلاً، إذا كان بإمكاني شراء أسطول من سيارات تسلا، فما الذي يمنعني من وضعها على شبكة أوبر؟"

"بالطبع، مرة أخرى، إذا استحوذت تسلا ووايمو بطريقة ما على أكثر من 90 بالمئة من السوق، عندها لن تكون أوبر استثماراً جيداً."

"But let me know what you think about Uber stock today. Do you think it's a buy at these prices?"

"You add all these things together and as an Uber shareholder, I think that is a real vote of confidence."

"10.1 billion dollars in free cash flow for Uber. Now the strategy for the company going forward is to be the aggregator of demand for not only human-driven vehicles but also autonomous vehicles."

"I want to go through this specific acquisition and why now may be the time that insiders are starting to buy shares of Uber."

"This is Uber Technology. Stock was actually down 3.3% today. So, I thought that was an interesting move given the fact that this was such a big insider buy."

"and it keeps signing data deals with big names like Adobe, Uber, United Airlines in order to sharpen its target ad targeting."

"As for Uber, it's not really moving much. It's same story as with Netflix. We would like this name to go back above $80 per share."

"سيكون هذا وضعاً مشابهاً جداً لوضع "أوبر"، لكن بنطاق مختلف، فهم لاعب أصغر من "أوبر""

"ثم لدينا " أوبر". السهم منخفض قليلاً لكنه صعد خلال السنوات القليلة الماضية. لقد ناقشنا هذا في فيديو سابق."

"Uber operates with global scale."

"Palanteer is already number nine, Micron is 10, Uber, Robin Hood, Rubric, New Reddit, Axon, Cash Pile now sits at 2.5%."

"For example, Tencent we recently discussed, Berkshire, many other, Uber, depending if you want to bet a little bit more."

"Uber looks like a great buy but on the quadrant goes on the bet sides which is a special video that will discuss all those bets"

"link there for Uber"

"His biggest position is still Uber"

"My ladder has this as the deepest buy band. And the risk that could break it all is the one that he told you about all by himself."

"That was Uber and that was Park again. And look what he did in just 20 seconds. evaluation, where the stock sits against it, and the exact thing that could honestly break it. ... My own valuation comes back at $109 against his $120. That's two people who never saw each other's work, about $10 apart on the exact same company."

"তিনি তার বিদ্যমান কিছু হোল্ডিং যেমন মাইক্রোসফট, উবার এবং মেটাতেও বিনিয়োগ বাড়িয়েছেন।"

"Nike Birkshshire all of Eman's buys Uber Bur's flatter elevator stocks and things like that"

"Lastly, also a good one is Uber finally getting closer to $80 per share."

"End of year target, everybody write this down for Uber, okay? Uber is $100, okay?"

"Y'all want to know Uber? Let me see. Uber, Uber is going to be best in class. Oh yeah, Uber going to go crazy. Okay, guys, you got to just be patient. Everybody write this down. Uber is a great long term write this down for Netflix and Uber. Let's do Uber first. Uber is a great long term investment. And Uber should be let me see. Yep, Uber should be $100 too. So, just like um yeah, just like the last stock. Uber, Bitcoin, all of them going to kind of run together. When that start running, these "

"The biggest position is still Uber. We discussed it in a video. Three, five, perhaps even 10x potential if Uber becomes the Amazon of delivery, logistics, and your rights."

"Uber is a stock that I own, but Lyft is the real value play in ride sharing today."

"We discussed Uber yesterday. You can find the link in the description below. Very very interesting risk and reward situation. See how it fits your portfolio. Let's go by strategy. Uber every company the top companies that Billman owns"

"It looks like Uber will compound. From a value investing perspective, it's not for me because I'm just lacking the margin of safety."

"The question is does it have a mode? To have a mode you need to have regulation backing so that they can keep long-term profits for now they don't have it."

"If they can build that, the upside is big. They are partnering with Lucid, Vern, for example, also in Croatia."

"So Uber is on pace to grow 45% this year. The autonomous vehicle might be integrated with Uber or be a concern, but given the scale it already has, the business is going on, the business is growing, it might be more a positive than not."

"When we go to the comparative table, it is the best investment out there except for crazy risky charter. But this is really clear why this is Amman's biggest bet and also Wall Street is very positive on it."

"approximately 2 billion of stockbased compensation for Uber, but if you look at the number of shares declining, the decline rate is just 1.5%."

"Today I want to focus a little bit on strategy and go in detail into Uber because it's a very positive risk and reward investing situations beman position"

"Uber we have 444 here so only four buyers, no one sold Uber."

"But Uber is now the number one holding in that portfolio."

"Google 8.7 Uber 7.43%."

"His new positions, which is here Uber, which is already 4.73% of the portfolio, includes of course Uber,"

"then we have TSM, Core Weave, Arm, Amazon, Uber, Snow, Microsoft"

"Uber is now the largest holding there, 12.72%."

"I almost forgot this one. Uber. Uber also just like with the Netflix finally getting rid of that low 70 area. We're now at 75, close to $76. We have the momentum right now to try and go and challenge $80 per share. If not, let's try and still close out next week at around the same area. I think that could be quite healthy for this name."

"Uber, ticker symbol UBER, sitting at $78.40. This one should be on your radar."

"We'll assume it's Uber that specific ramp is now largely complete."

"an Uber"

"If we look at the existing holdings, the performance we have Uber"

"Uber, of course, due to flat year to date, that's down. They said the following thing. Fear over autonomous vehicles and a rockier way more relationship has weighed on the stock, but earnings are on pace to grow around 35% this year. Valuation looks disconnected from the fundamentals. I agree. That's why I own Uber."

"I own Uber"

"I own Uber."

"especially in Uber or a Netflix, some people might not agree with this, but I own them, so I'm biased, but I do think it is undervalued. I do think it is misunderstood."

"ولن نتحدث عن أوبر"

"What coach got for you next? Uber, ticker symbol UBER, sitting at $78.40. This one should be on your radar."

"Uber we already covered. Axon we covered. Reddit is almost back to pre-earnings prices. Uber is already higher than pre-earnings prices because I mean we covered the quarter in I think two videos or so ago."

"We have Uber, Robin Hood, New Cash, Reddit, Axon, Netflix, couple of shares of Nvidia."

"Right now, I think that opportunity is Uber. Uber continues to grow their revenue and their bookings at a compound annual growth rate in excess of 20%."

"My name is Travis Hoy. Thanks for watching asymmetric investing. If you want more from me, check out my newsletter, Asymmetric Investing. There's a link on the screen and a link in the show notes. That's where you get my stock buys every single month, including Uber, one of the positions in the asymmetric portfolio that I recently added to, probably one I'm going to be adding to more again in 2026."

"But again, Uber's incentive is to have as many pieces of hardware as possible, as many technology companies as possible, as many fleet operators as possible on the Uber platform."

"I think that's where Uber is going to be over the next 5 to 10 years."

"Now, this is only one country, so this is not going to have a huge impact on the income statement, but 8% headwind on their revenue just from this UK change alone."

"But let me know what you think about Uber stock."

"The bookings number, which is by $ 58 billion in the most recent quarter, is basically going to be the amount of revenue coming in to Uber."

"The great thing with Uber is you have sales growth compounding at a 20 plus% rate."

"All right, let's get into Uber."

"But Uber wants to be the aggregator for all of autonomy for basically everybody else bringing supply into the market."

"I wouldn't be surprised if by the end of the decade, Uber is going to have more autonomous autonomous vehicles in the fleet fully operating than Whimo does."

"So from a usage standpoint, Uber is headed in the right direction from a gross booking standpoint."

"This is got everything you need to know about a stock like Uber. Price to earnings multiple, look at this, just 15 right now."

"But Uber wants to be the demand source."

"what Uber actually counts as revenue is only $14.2 billion."

"If you spent $20 on a ride, Uber would would have $20 worth of revenue."

"Moving on to Uber. Uber stock has been an underperformer, but Uber the business has been performing very well."

"We have some news with regards to Google Alphabet, Meta, Mercad, Libé, Axon, Uber, they all reported their quarterly figures."

"We have Uber, we have Shopify on Wednesday,"

"Uber report later this week. We'll see what happens there."

"And then we have Uber, also I repeat myself, same story, earnings coming up. Right now, still trading around 70 dollars."

"Uber is undervalued. The market will, of course, ask the questions or the analysts will ask questions about this whole Waymo story, their autonomous vehicle strategy, the launching new cities, new partners, etc. I do think that the overall business is doing very well."

"Before the open, Eli Lilly, Shopify, Uber, Walt Disney, Unity as well, Novo Nordisk for those interested, all before the open."

"We have some Rocket Lab, Oscar, Meta, DLocal, Rubrik, Micron, Uber, Nu Holdings, Robinhood, Shift4, Axon, Reddit, Netflix, Palantir, cash position, and then some shares of Nvidia."

"because Waymo has been expanding rapidly and Google and and Uber stock crashed I think like 30 or 40% due to all the expansions of Waymo without Uber."

"But at number one, it's Uber."

"So the question is, do you trust this management team to navigate that particular problem or not? That that to me is the big case. If you believe in management, you've listened to those earnings calls, you've really dug into what their plan is, and you really understand that plan on a high level there, there might be the right riskreward for you. That's definitely something I would need to take a much closer look at before I made that decision there. But that to me, if you believe in this manage"

"As for Uber, I've said it in the past video, it is not worth touching this right now. We'll have to wait until the earnings report. It is sitting right around $70."

"Again, just like Uber, this is an aggregator of demand."

"In the case of Uber, you can look at what's the take rate?"

"So Uber doesn't need to do all of those things."

"And what I think the market doesn't fully understand right now is how good of a position Uber is in when it comes to autonomy."

"That's operating leverage kicking in for Uber."

"Let me know what you think about those five stocks. Uber, Alphabet, Hims and Hers, Spotify, and SoFi."

"The first stock we're going to talk about and that's Uber"

"So, let's dig into Uber. Uber is obviously the number one ride sharing company in the US and in a lot of countries all around the world."

"The stocks are Uber, Alphabet, Hims and Hers, Spotify, and SoFi."

"When I think about Uber and the potential for this business, I think it's easily a 10x stock over the next 10 years."

"We have Uber. Now Uber, we did talk a little bit about the Uber aspect on I think Friday or or yesterday."

"I'll use some examples like Apple like crowd strike and I'll even give let's say Uber although I do own it Uber right now maybe that's the perfect example to start because Uber was of course in the headline on Friday, right?"

"I'm not married to Shift 4. I'm not married to Netflix. I'm not married to Uber either."

"I started with names that I do own. An Uber, a Netflix, a Shift 4."

"Uber is expecting to facilitate AV trips in as many as 15 cities globally by the end of 2026."

"First of all, Uber itself over the past 12 months is down 27.3% now experiencing a draw down of 33.7%."

"Now, with all that said, why am I putting Uber here as an example in the video?"

"talk about Marcado, Libé, Uber. Although, with Uber, with the acquisition, you always have more time than you think because with huge acquisitions, the stock usually stays flat until there is more certainty."

"And third, guys, is Uber. And you already know this one."

"But in terms of the stock that's a high quality company and it's trading at the lowest multiple on a price to free cash flow basis, for me personally, it's Uber."

"As for Uber, Uber Delivery Hero, to me, again, a very, very good move, making sure that a company not only stays super competitive, but becomes even stronger. This is a company that, in my opinion, does all the right moves, because it has tremendous leadership. I've added a lot to Uber. I don't plan to add more right now."

"Meta, Oscar Health, DLocal, Rubric, Robinhood, Micron, under $900, Uber, Nu, Palantir, Shift4, Axon, Netflix, Reddit, some cash left, and a couple of shares of Nvidia."

"This to me is again Uber positioning itself extremely well in in a spot where again I I don't see anyone disrupting this business anymore."

"This combined acquisition will make Uber a juggernaut."

"I think Uber is, first of all, investing a ridiculous amount of money in autonomous vehicles in all of the autonomous vehicle partners. Lots of companies are going to release their own autonomous vehicle fleets. Guess what? Most of them are going to list it on the Uber platform because right now, as you can see, the ecosystem, the distribution for Uber, when you list something on Uber just got even bigger."

"Moving on to another very cheap name was cheap before is cheap today. Uber. Uber is acquiring Delivery Hero."

"And guess what? Uber today is down $1.57."

"Oobity booba. Ooh, Uber stock. So, Uber stock's a little bit of a different situation. This one has a lot of disruption questions as well. And these For this one, I do think they're legitimate. And that's what keeps me out of a stock like Uber."

"Uber did pass the EU expansion strategy which allows them to probably focus a lot more on the full control of delivery hero."

"As for Uber, it did go up a tiny bit over the past couple of days, but here as well, we have some more bullish momentum with regards to Uber. The low70s was an accumulation zone. Right now, it is having a little bit of momentum. I would like to see it back above $80."

"Google, Rocket Lab, Meta is number six, Oscar Health, DLO, Rubric, Micron, Robin Hood, Uber, New Axon, Shift 4 is still here and it's actually holding around $50."

"As for Uber, also we are slowly slowly getting back to the mid70s. We closed the week at 74.4. We have here the 100 week at around 78 $79 or so. That's the resistance point."

"We have the Uber CEO going on to CNBC explaining what happened this week with their earnings report, and he lays out an investment thesis for the future of Uber."