UBER

"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."

"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."

"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."