Uber (UBER)

He's been paring back. Q1 numbers last week were fine, but missed on a couple of metrics. Healthy profit margins, FCF is growing. Stock's down on consumer weakness, hedge funds have been shorting. Dominant delivery company globally. Hold, and add in low $60s.

Expectations for recent quarter were high, he wasn't unhappy with the results. Now profitable. Growing into its valuation. Long-term opportunity, especially in advertising. May exit its freight division, as it's just a distraction. No dividend.

Driverless cars may disrupt its model, but could also be an opportunity. Don't be afraid of disruption. Disruption to good companies is all about opportunity. 

Last quarterly report was underwhelming. Regulatory fines and lawyers fees. Stuck between different rocks and hard places that have strong negotiating power. Great service. Long-term profitability is the question. Generous valuation.

Price target was raised to $91 by an analyst. Shares are now in a downtrend, but don't wait too long to enter it. It's had a great run, up 10% YTD.

Likes it as this lower level. Buy some now, and more when it's lower.

Future very bright. Don't worry about the short-term move, very strong move upward before that. If you bought at $80, it's just unlucky timing. Good companies make those blips disappear on long-term charts. Doing all the right things. Monetizing well, outpacing competitors.

Well-run. Not worried about Waymo.

Recent strength in stock price good for investors. Continues to own shares. Momentum good for technical investors. 

She missed it. Stock's done well. Don't buy here, as it's run up. If markets correct, so will this. Not clear to her across all geographies if drivers are contractors or employees needing benefits and wage increases.

Likes it. They dominate EVs worldwide and became profitable this year. It continues to gain markets around the world. It's still early so stick with it.

In his US large-cap portfolio. Now profitable, included in the S&P, which brings in a lot of passive and ETF investment. Now in freight (which may not last). Burgeoning ad business. Scaling quickly, normalized valuations should follow quickly too.

Return on equity is not consistent. Difficult to determine outlook of business, despite popular use of product. Future of financial success of business not proven yet. Would wait to invest. Debt loads a bit of concern. Debt to free cash flow metrics not sustainable. Stock based compensation program very high (not creating alignment). 

They have a great app that keeps improving and their success lies in management. Shares will go higher.

He's more doubled his money and now has a large holding. Shares have jumped 80% in 6 months. He owns calls on this and thinks it could go higher.

She bought it 2 years ago, up 240%. She won't get that going forward, but Uber will boast a 6% free cash flow yield. Going forward, Uber must balance shareholder returns and not disenfranchise their drivers with expense cuts.