UBER

"Not as big as Uber. So that is the downside. This is not the leader in the industry. I do own shares of both Uber and Lyft in the Asymmetric portfolio."

"That's Uber. I'm actually give you a twofur here. I think Uber and Lyft are both really good buys."

"Customers choose to go to the Uber app. That is the power that they have in the market."

"Uber down 16.4% over the past 12 months, and it's experiencing a draw down from its peak of around 28.8%."

"It's not going to happen because as Uber has proved and as many other players in the AV space have proved is that well, you have a lot of players."

"Guess where you will be able to order them from? The Uber app."

"And I'm fully expecting the World Cup to be a huge huge tailwind for this company because guess what? Uber in the United States in Canada is more lucrative to them than Uber elsewhere around the world."

"So Uber is in my opinion very very well positioned and in the meantime in the meantime the business is doing what it should be doing which is growing becoming more profitable and generating billions of dollars in free cash flow."

"Again, one of those names very much disrespected. It's a growing company. It's a very profitable company."

"And the last one, of course, is Uber. Now Uber is either hated or loved."

"So yeah, I do think that Uber still has many years left where they can grow above 10% revenue. I think that's very easy to achieve."

"But what I'm saying here is that Uber is undervalued in the public market."

"So there are a lot a lot of tailwinds happening for Uber. the stock. No, the business. Yes. And I still think that they are going to be a huge winner in a world where AV autonomous vehicles become the norm."

"And yes, we are seeing an acceleration in growth last quarter. Well, over the last 12 months, but you take it from the last quarter, 20.7% yearover-year growth. This to me is not a company that is speaking nowhere near."

"Uber, 62."

"Let's talk about Rocket Lab, Axon, SoFi, Marcado, Libé, Meta, Uber, New Holdings, and Netflix."

"Rubric, Robin Hood, Uber, New Holdings, Netflix, Reddit, Shift 4, Axon, and then these two positions here."

"Moving on to Uber Technologies here as well."

"Uber is a position that well I consider Uber a bit of the same like a Netflix."

"grow the new position, grow the Netflix one, the Axon, the Reddit, the Uber one as well, right?"

"stock number three. Let's start putting these to test. Uber. You know it for rides and for food delivery, but the real story is that Uber finally makes serious money."

"Uber, the ride sharing and food delivery giant, is down 14%."

"Then we have Uber under $70 per share."

"market just doesn't care about companies like a Netflix, like an Uber right now."

"9.9% increase to Uber"

"I just added to Uber, so we leave that one for now."

"Then I do think that Uber with the level of growth that we're getting right now, plus the profitability that we're getting from Uber, I think it should be worth a hell of a lot more than $142 billion. Trailing PE 17.4 times, forward one 17.8 times. Yes, it should be a $100 stock."

"The stock that I am talking about is Uber. Shares of Uber are trading for just 18 times earnings. That is an extremely cheap multiple for a company that's growing well into double digits."

"Southwest, Nike, Builders First Source, Uber, Lululemon, American Express, Sprouts Farmers Market, Meta, Intuit, and PayPal."

"Uber in the low70s is also on my buy list."

"For example, I'm still looking at Uber as well. These names are also fast growing names, profitable, and quite cheap compared to some of the high-flying names that we're seeing in the market."

"Uber sticking at that $70 per share. Do think that Uber is also one of those undervalued names."

"And here's what happened after Uber's IPO."

"IN Uber stays around $70 for eternity it seems."

"Another company that I think is [711s] just the easy button in transportation [714s] and autonomy today, that is Uber. A lot [716s] of things that I think investors are [718s] misunderstanding about Uber, saying that [720s] you know what, Whimo is going to disrupt [721s] them."

"So, let's go check out [831s] our stock analyzer tool and the [833s] assumptions I made last time I did Uber [836s] in our software."

"Now, Waymo, Tesla FSD [711s] autonomous driving, that's what's taken [713s] Uber off of its highs over $100 not too [716s] long ago."

"So, company number two, [635s] Uber. Now guys, this is also a stock I [637s] did recently, but we all know Uber."

"As for Door Dash, despite despite a lot of weakness in the restaurant space, Door Dash, Uber, Uber Eats, these types of names are continuing to perform extremely well."

"Continue to increase that position a bit more. And Uber also to increase that position a little bit more."

"They [388s] did trim a little bit the Uber position"

"Uber, new position at 6.24%"

"Uber"

"and [668s] Uber Technologies."

"huge in Uber."

"This is going to be Palanteer. This is going to be Uber, okay?"

"Uber,"

"Uber, things [475s] like that"

"So the seven stocks that we went over today, Uber and Lyft on holding, Alphabet, Hims & Hers, Duolingo and Zeta Global."

"If we're still using Uber and Lyft, and they have 10x the size of their market, which I really think they can do as more autonomous vehicles hit the market, as we have more autonomous deliveries, as it's easier to get a ride from an autonomous vehicle, you don't have a person in the vehicle, the price is likely going to come down. All these things are going to be tailwinds for Uber and Lyft."

"Uber and Lyft, on holding Alphabet, Hims & Hers, Duolingo, and Zeta Global. There's a little bit of AI sprinkled in there, but there's a value AI as opposed to the companies that are really, really hyped by the market today."

"If you spend $10 on an Uber ride, that's going to be $10 of bookings for Uber."

"That's Uber and Lyft. I'm going to kind of bundle these two together. We can see here, Uber $150 billion market cap."

"I don't think that's going to be the case. In fact, I think Uber is going to be the winner long-term because the manufacturers and the technology companies, those are going to be suppliers to the aggregators of demand."

"Gross bookings, which is the total dollar value of everything moving through their platform, hit 53.7 billion in that first quarter. Free cash flow, which we all know is the lifeblood of the business, was 2.3 billion in that single quarter. These are not the numbers of a struggling business."

"So, why is the stock down from its highs? Fear. The market is worried that autonomous vehicles will eventually replace Uber drivers and cup Uber out entirely. But here's the thing. Uber is not ignoring autonomous vehicles. They are partnering with AV companies to run their robo taxis on Uber's platform."

"I feel like Airbnb is doing that and Uber might be as well if we look at the numbers and see it make sense."

"Uber completed, ready for this one, guys? 3.6 billion trips in the first quarter."

"Stock number two, another very interesting company and one that a guy by the name of Bill Aman has a big share of, Uber."

"Their 5-year average was actually negative so it's getting better and they have about $30 billion in debt which is okay because their free cash flow is so high."

"I have a low price of 100, high price of 350, middle price of 176. Based on my middle assumptions, it is a 20% return."

"Let me pull up Uber. And the last time I did it in our software."

"Do I need it to go to a,000 to $1,500 or whatever? No. Can I take profits? Definitely. Will I be sad if I miss some more upside here? Probably not. Did quite well with that position. I think there are some other names out here where I don't have to think about are reaching the top, are we not reaching the top? Some people would like to catch every top possible that's completely fine. The way I manage it is is a bit different has been working and so right now I think it's for me personally time t"

"Uber is one where we talked about the earnings report was a very good one good guidance here as well underperforming name but it's a very good company to have here the disruption is not from AI it's just the fears around the AV concentration that the market things will be dominated by only two players I just don't see it happening at all"

"Mobileye, Uber, Duolingo, Owlet, [22s] Robinhood and SoFi."

"So, companies like Mobileye who are [159s] going to supply supply chips and [161s] technology to automakers who aren't [162s] going to be vertically integrating and [164s] doing that those things themselves."

"Mobileye, Uber, Duolingo, [902s] Outlet, Robin Hood, and SoFi."

"If things do indeed play out the way that I think in autonomy, Uber is absolutely going to be one of the winners. This isn't quite the same deep value, but it is the kind of company that can continue compounding revenue over the long term."

"Uber announced a big deal with AWS."

"Lyft is in the second place in the US behind Uber."

"The market does not expect a lot from Lyft over the next year, but I think as they show that they're expanding into more international markets, I think that we're going to see more suppliers come to Lyft and Uber with autonomous vehicles. This is going to be a value stock that's going to turn into a growth stock."

"Now, whether you're looking at Lyft or Uber, and I own both of those stocks, I think the thesis here is that aggregation of demand is really going to be the valuable point in ride-sharing."

"There was actually recently a [699s] report from Uber where Uber went through [701s] their entire AI budget for 2026 within [704s] the first five months of this year."

"of the vote beating out Uber quite quite handily."