然后是“Uber”。该股略有下跌,但在过去几年中有所上涨。我们在之前的视频中讨论过这一点。它是“Bill Ackman”的一个重要中心,我们可以在我们的内在价值表中查看它。这里有我们进行过的许多分析的所有链接。
看Uber,如果自由现金流继续以15-20%的速度增长,十年账目结束时市盈率为20,那么内在价值将远高于当前股价。如果增长率更快,现值将是现在买入价格的三倍。如果情况不妙,我们仍会下跌50%,但现金流继续增长,只是仅增长10%。
所以,这是对自动驾驶汽车范围扩大的押注,所有像Uber这样的公司都会使用。这不会很快发生。不是在未来几年。因此,Uber作为一家公司可能会继续以10-20%的速度增长。
Then we have " Uber". The stock is slightly down but has risen over the past few years . We discussed this in a previous video. It's a big center for "Bill Ackman" and we can then check it out in our intrinsic value table.
Here you have all the links to many of the analyses we have conducted. Looking at Uber, if free cash flow continues to grow at 15-20% with a P/E ratio of 20 at the end of the ten-year accounts, the intrinsic value will be much higher than the current share price.
With faster growth rates, the present value will be three times what you can buy it with now. If things go badly, we will still fall by 50% with cash flows continuing to grow, but by only 10%.
So, this is the bet on expanding the range of self-driving vehicles that all these companies, like Uber, will use. It won't happen that quickly. Not in the next few years. Therefore, Uber as a company may continue to grow at a rate of 10-20%.