"UBER is a massive ride-hailing and delivery aggregator with autonomy tailwind, trading at 19x earnings with growing profitability and 200M monthly active users."
BullishFundamental
Asymmetric Investing by Travis Hoium15 days ago
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Contested thesis
$UBER · Autonomous Bypass Risk
One question, two reads. Below, the two sides aligned field by field — each line carries the clip it came from.
Not a verdictThese are the bull and bear views on this one thesis, with the original clips — not a call on who's right.
Bull read1 analyst holds this
Bear read1 analyst holds this
"Uber faces a significant risk that autonomous fleets like Waymo and Tesla will bypass its app, potentially eliminating its economic moat."
BearishFundamental
Ale's World of Stocks9 days ago
This is one thesis on $UBER.
See every other question, the latest receipts, and who's changed their mind — back on the ticker page.