UBER - Uber Technologies, Inc. 0 WATCHERS

So I will explain some of this sub's philosophy. The idea of value investing is to treat stocks as buying and owning a real piece of the company with real value. That the price you pay and the value of what you get are different things and they often don't …

TJX and DG was a thesis I had on the American economy / consumer spend going down… both are up but didn’t buy into them since this was my first year in the market… was just an idea I had and wanted to see if it would play out… too …

22.8% YTD MWR, large cap dominant portfolio with overweight to Megacaps (META, GOOG, AMZN, UBER) and cyber security. Core holdings are VOO, VB & BRKB

Had one of my best days of the year yesterday with a mid 5 figure gain in the port and while that was going on I was saying here not to miss the dip on these 2, which I doubled down on again: - Barrick Gold - SBSW I also …

GOOGL & UBER

UBER: Trades at a 12x PE and will be the leading provider of autonomous vehicle rides. Waymo and Tesla will have their own apps, but the dozens of others will reach customers through Uber. Just today Uber started offering rides in Dallas using Hyundai's Avride. Margins will increase as drivers …

What a great day in the markets although it didn’t start out that way. I bought more SHOP, UBER, INTC, BBAI & ASTS on that opening dip and added more Barrick and SBSW at close. I even threw some money into POET around noon and doubled down at close. Let’s …

nice UBER nice let's see 130+ in 2026

Weride is rock solid! She also purchased today another 250,000 at approx. $8.49/shr. very affordable at $8.78. I've made more than $1,000 in a day. Yesterday I owned 5,000 shr's. Earning $50 for every penny it increased. 1600 cars. Also they are partnered with UBER & Nvidia took a stake …

TSLA cars can’t handle a speed bump but their stock is apparently bulletproof? Before I start- I made a killing on TSLA today. This isn’t posted in bitterness just more of a “what in the actual fuck”. Marketwatch released an article today describing TSLA losing FORTY NINE PERCENT of its …

best risk/reward plays for 2026 imo META by far cheapest mag7 stock - forward PE 21 UBER - hasn't done much in last 6 months, should catch up in next 6-12 months. CEO is great. AMZN - hasn't done much in 2025, looks good for a leg up to 280-300+ …

UBER, CSU, MELI, ACP.WA, [TOI.TO](http://TOI.TO), VITL ...

META and UBER are both quite attractive now for their prices and forward guidance. UBER is priced to be disrupted heavily with AI but I see them benefiting a lot with AI and self driving cars.

Only when the fundamentals of the business I'm invested in materially change for the worse, or the business because grossly overvalued in my opinion. For example, I've been holding GOOGL since $165 and still have no intention to sell. Even if the stock goes down to $250 as people take …

I glanced at the 10k for this year and I scrolled to the cash flow statement and looked at cash generated from operating activities in 22 it was 642 million, 23 was 3.6 billion, and 24 was 7.1 billion. Ytd uber has generated 7.2 billion in cash flow from operating …

On Uber: Addressing Insurance Reserves Under Dara, UBER has reached an inflection point. Here I take a look at a recent bear argument regarding Uber's insurance reserves and 'inflated' FCF. Financial statements can be noisy and complicated, especially for businesses that engage in insurance, but if you strip remove the …

You have MSFT, UBER to allocate, review

Being as risk adverse as possible but still shooting for a 5-10x. UBER - they would have to hit roughly 900B market cap, if they hit autonomous well, I’ve liked them to join the Trillion club MSTR - roughly 250B market cap needed to be hit. Assuming they can hit …

UBER's discount isn't solely about AV threats. While they face potential disruption, other factors are at play: 1. Regulatory uncertainty continues globally 2. Driver classification battles drain resources (employee vs. contractor) 3. Low switching costs between apps (riders/drivers use multiple platforms) 4. Persistent cash flow concerns despite improving margins Their …

UBER

GOOGL I think will win the AI race, among other things UBER is likely to roll up all the other delivery apps Plus the downside is pretty limited on these guys.

VTV :) UBER -€€