UBER 全部观点

Which stock excites me the most? I don't want a repeat of what happened last time. But for the record, I still love Uber, MSG Sports, and Atlanta Braves Holdings. Great shares.

Give me an update on Uber's thesis, because my view is that nothing they say matters. It is difficult to refute a negative claim. The market doesn't care at all. Okay, so...how much did Dara just buy?

How much did he just spend to buy shares for himself? I think 10 million. And the financial manager, I think, bought it for five. The stock is still not rising. Okay. The stock fell the following day.

So now they are buying back the shares. Institutional buyback. Insiders buy. They have actual and tangible partnerships for self-driving taxis on the streets of multiple cities with multiple partners.

That doesn't matter. This stock looks like it will trade at 12 times earnings. In terms of direction, this appears to be the path it is taking. I think it is almost impossible for the stock to remain the same if it continues to grow at a rate of 20 to 30% annually.

No, I can't tell you what the trigger is for that. Hmm, but you have a great business and this is a stock you should hold onto. I think this is an example of a buy-and-hold strategy because the business fundamentals are great.

Why don't they buy back the shares? Why don't they buy back 20% of the shares? Why don't they make a purchase offer? Yes. If you advise Uber, and talk to investor relations officers, the treasurer, and the CEO, virtually, you have been involved with many stocks that have been significantly undervalued for their growth over the years.

How do you get to a happy ending here? What else would you tell them besides managing and executing the work, which they are clearly doing? What would you tell them regarding stock market management if they believed they were still capable of investing in the business?

Uber's performance seems a bit weak today, Landon. Uber is one of the companies that has recently come under scrutiny with the rise of self-driving taxis, Waymo, and others.

I mean, demand has risen by about 11 percentage points year-on-year, which is certainly strong. We know that their bookings increased by 22% in the last quarter. They have 208 million monthly active users . Therefore, they perform their job excellently.

We've got some interesting news for Uber stock investors as the CEO Dara Khosrowshahi announced what he'll be doing with the funds from the cost savings the company has initiated and the lower insurance prices the company is paying.

I think this is really important for Uber stock investors to consider.

So, Uber 25% below its 52- week high.

So if you look at Uber at 17 times, that means that it would take you 17 years to make your money back.

So Uber is 17,

Uber is pretty popular right now with Nancy Pelosi. There's I you know call it insider trading or advantage trading. She definitely has information that the general public doesn't and that's why I ended up buying Uber some time ago and now she has recently added more to her Uber position as a 17 PE ratio.

Company's market cap is 155 billion. Pretty large and actually if they continue to grow they might become a half a trillion dollar company. I think that's really possible for Uber.

They are kicking some major ass to Lyft. Uber is a very big company and growing in the cheapest name on the list by a wide margin. And I'm talking about the PE ratio to be specific.

So again, the cheapest meaning the stock price in relation to the value of the company, not necessarily the overall company, you know, size because I ran 10x smaller than Uber.

So the business is still priced as a taxi app, which I think is a pretty big mistake. Two businesses under um one ticker is what I see here. They have rides which is the original one and now as well delivery.

So food, groceries, packages all running through the same app. They have really good marketing for Uber Eats. I think the business is growing very well. I see their advertisements on I watch League of Legends on YouTube sometimes and Uber sponsors League of Legends.

I've seen their ads there like you know whenever a certain event happens within League of Legends they're like hey order food now with Uber Eats. So, same drivers, same app, same phone, one network.

It's going to be monetized twice because now they have drivers making them money as well as food delivery, which is a very strong business. And then actually advertising is the third one that nobody's talking about.

And advertising is one of the strongest businesses in the entire planet Earth. That's why Mark Zuckerberg was a billionaire at such a young age. That's why Evan Spiegel or you know the CEO of Snapchat was so rich.

It's advertising. Social media advertising strongest most overpowered business of the whatever the 21st century I will say. So I'm going to zoom in here. You can see here that 65% of people feel Uber ads are personally relevant. 57% of people say Uber ads feel more positive than other inapp ads and 55% of people believe Uber ads are unique compared to other platforms.

That's very important from a marketing perspective. Now, restaurants pay to sit at the top of your delivery feed. So, of course, restaurants, they need advertising, too. Everyone needs advertising.

So, Uber just turned this $2 billion ad business into something much bigger. And that's by extending its firstparty data signals to meta in Google Shopping. Uber advertising has crossed a threshold that separates retail media networks from genuine advertising platforms.

So, zero cars involved, almost pure margin. Of course, Amazon is doing something similar. They let advertisers, you know, do ads so they can sell more of their product on Amazon.

So, same thing is with Uber. Uber is selling their data now to Google and Meta. So, restaurants can make money. So, restaurants can target specific customers, give them discounts, give them promotions, and so they can get more foot traffic, they can get more revenue and sales.

And Uber is going to make a ton of money off of that because that's a very high margin business. And whenever a company introduces a high margin business, Wall Street really notices because that's a lot of money that's going to be coming down to their bottom line.

And that's what Wall Street cares about. Revenue is very important, but profit is more important. So Uber will be making a lot more profit. So now I want to talk about one of the problems with Uber, which is the robo taxi problem.

Every robo taxi company has the same problem the day after they finish building the cars. Nobody really knows they exist. So no riders, no app on anyone's phone. No idea where demand actually is at 7:00 a.m. on a Tuesday morning, right?

So building the car is the engineering problem. Uber already solved the second one, which is the most hard problem of all. There's lots of engineers in the world building cool products, but not everyone can sell those products.

In fact, it's pretty frustrating because marketing is so important nowadays. For example, I discussed Bloom Energy last week. Bloom was at $215 per share. Then Bloom shot up to $250 to $60 per share.

I made a second video and honestly, I only got 10,000 views. So, although I had the craziest return, I had the craziest pick, I would say, of any YouTuber all year from 215 to 260 in just a matter of a few days, no one actually watched my video.

So, it's really a marketing thing nowadays and it's very difficult. So, when you look at a business, you want to make sure that they know how to market their products because a good product nowadays sadly doesn't really mean anything.

It's all about marketing and attention and sales. So, Uber has already solved the business problem literally a decade ago, which is why I'm so bullish on Uber. You can see right here that 3 months ended June 30th.

This is their monthly active platform consumers. You can see that from 2025 to 2026, they went from 180 to 208, which is a 16% change. Now, of course, these numbers are in millions.

So, these are millions. 180 million versus 28 million. This is insane. There's so many people on Uber and this number is only going to continue to increase. So, this basically solves all of their business problems because they don't really need marketing.

Their platform is so massive. So, by the way, this is from their official investor site. The app is already on the phone. The riders are already ordering. So, they already have an ecosystem.

There's everyone knows about the app and there's tons of riders on the app itself. So, the payment details are also already solved because people have their credit cards connected to the app.

So, they already have their payment there. So, whether it's the rides, whether it's ordering Uber Eats or whether it's advertising. Hey, maybe the advertisers could be different demographic, but still there's so many people using the app.

I think CEOs are taking Ubers all the time as well. So Uber doesn't really just disappear. People want convenience and familiarity. And basically, if a robo taxi company wants riders, they pretty much have to do a deal with Uber.

So you can see here Uber and AI firm Wave launched the UK's first supervised autonomous ride in London, lifting investor sentiment and now global network. So Uber also integrated by D's Paulo, Go and Dubai as part of a multi-partner autonomous strategy backed by a broader 10 billion target investment commitment into robo taxi partnerships.

So Uber has introduced self-driving car taxis in London Wave and then we also have some self-driving going on in Dubai and I'm not really surprised at all that Uber is successful there because I take Ubers all the time when I'm in Dubai also has a relationship with Uber.

So BU is essentially the Google of China. So this deal is super massive. Think about it from the other side of the table. You've spent billions of dollars building a self-driving fleet.

Now you need millions of people to open a brand new app, trust it, save their car details. That's very, very hard. Especially nowadays, I think it was easier to grow businesses some time ago and now there's a lot of monopolies.

There's a lot of monopolies in the market. The biggest companies, it's easier for them to make more money. And that's why I talk about companies like Nvidia. I think the big companies have the easiest growth trajectory and that's why oftentimes in my community I'm just trading mag seven stocks.

I'm doing option strategies on mag seven stocks. I have other picks as well but I think MAG7 is a really clear basket of stocks that's going to continue to win in the next decade.

So millions of people trusting a new app very very hard. So Uber has really solved this whole argument and that's why I'm very bullish on Uber. I think the stock can be 50% higher than where it's trading at today.

All right, the second stock that I wanted to bring to the market, and I've actually got another tag along here, is Uber. And Uber is one of these companies that I've been bullish on all year, but $150 billion market cap, price earnings multiple is only about 16 on forward basis, it's similar, it's about 17.

So pretty reasonable valuation for a company that is consistently growing not only in double digits, but in excess of 20%.

Oh yeah, Joe, we'll do Uber, too. Thanks for the reminder.

Okay, GameStop. Now, we're going to get to Uber. We are going to get to Uber. Jay Rice, I'm glad you're here. I was actually hoping that you were going to be here when we ended up talking about uh Uber here today.

Now, you can look inside here at the fiveminute chart. You'll notice that midday yesterday, Uber popped on volume. And we've so far held that looks like our next resistance area here. Let's call it 7380 thereabouts.

The first is Uber, and the way to think about Uber is the aggregator of demand for rides in autonomous vehicles. So, whether you're looking for a ride for yourself, if you want some food delivered, or you're ordering from a store, Uber is going to be the app that people choose more and more to get more services done.

The case of an Uber insider buying shares is truly remarkable. The company's Chief Operating Officer recently took a big risk by investing more than $5 million. This is a huge portion of his total wealth. And that is why it is so significant.

I want to analyze this particular purchase and why insiders are starting to buy Uber shares now. which lists all my stock purchases , including an explanation of why I bought Uber shares this year and why I am increasing my investment.

So, I'll be giving some thoughts on this as many investors have concluded at the launch of the Cybertruck that Uber is dead. Even Ross Gerber said that Uber is toast.

And many people, including Ross Gerber, believes eventually this will lead to Uber getting cooked. I think humans have to differentiate the service level from the robo-taxis, and then they'll be able to compete, but on a whole, I think Uber's cooked.

everyone's favorite early-stage Uber investor is currently going through a wave of enthusiasm, sharing his opinions, ideas, perceptions, and even conspiracy theories about what might happen in the future.

Don't be surprised if Tesla, Amazon, or Google buy Uber for $300 billion to win the race to deploy self-driving vehicles.

Over the last three years, Uber tripled its free cash flow to roughly $10 billion a year. And yet, the stock trades below where it traded when we first pitched it on this show 15 months ago.

With Whimo just recently raising money at $126 billion valuation, it has effectively the same market capitalization as Uber despite having a fraction of the revenues and being unprofitable.

Why did Uber completely fall apart? Sorry, Jason.

And why is it that Uber, which incurs a huge cost called human beings in its operation, has also reached the end of its era?

In second place, Uber's virtual network of 20 partners, 35%, which is close to second place . He adds: "Uber and Tesla are the deals of a lifetime at under $100 and under $400 respectively, in my opinion." He says.

>> But we we own a lot of great companies, too. So, I I come in with these biases of like, you know, if I have, you know, $10,000 to invest, uh, I could either put it in in in Reddit or Uber or Alphabet or I could put in Hermes or, you know, a million other things.

And, you know, for me, if I'm putting talking about Hermes, like I can't I can't rank it higher than than B TOC because I'm just I'm not that close to to wanting to add it to the portfolio.

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%.

Uber is the next top stock I'll recommend here with a fair value estimate at $123, a current market price of $76. Given that difference between market price and fair value, I calculated an upside of 62% for Uber stock over the next 12 to 18 months.

Couple of things I'm most excited about is this is a scaled asset light platform business model. Uber doesn't own any of the cars on the platform right now. It just brings together drivers and customers and it takes a fee from every transaction on that platform.

And then finally, Uber actually. Uber interestingly, I think the market is sort of pricing in some existential risk when it comes to you know, I'll say autonomous vehicles and robot taxis and all this.

I think that what I love about Uber is that it has distribution and I believe that that's a defensible moat in the marketplace. And so, I think that you'll actually see the auto the the robot taxis and the autopilots actually come into that network.

Now for stock number three, which is going to be Uber. And I think Uber story has changed dramatically over the years. Look back 5 years. Investors were asking, will Uber ever make money?

Well, today that's no longer a question. Now they're asking, "How large can this platform become? And how do they compete with autonomous driving?"

Uber calls on the same day. Best stocks to buy now, little Uber? You guys know Uber's one I been watching. Up to a million 500,000 to a million bucks. $50 strike price. Trade date, you guys got it.

March 19, 2027. Again, 200 call contracts. There you go, folks.

Uber has received two different journalist outlets, both Business Insider and More Perfect Union, making hit pieces in video format. These are very well produced YouTube videos that are going viral, getting hundreds of thousands of views, and they are highly critical of Uber.

Now, while most people are against the big bad companies, they they don't like the billion-dollar companies, I'm here to offer a different perspective, and I'll be offering a little rebuttal and highlighting how this bit of journalism is not really journalism.

I mean, we sometimes talk about how, you know, Ubering is a verb in pretty much every market in the world, but being a household name in an industry that is subject to just constant change, also means you probably quite outdated, and that was certainly the case for PayPal.

Well, and Mark is also the one who built the highly successful ads business at another one of our portfolio holdings, Uber, and also for Amazon. So, he certainly knows what he's doing.