Uber (UBER)

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.

He owns it because of the CEO's phenomenal job who diversified the company, unlike Lyft. They won't and shouldn't turn their drivers in full-time workers, because some don't work all day. The stock will continue to enjoy momentum.

Beat on top and bottom. Great combination of scale, growth, and ramping profitability. Reminds him of FB in its early days. Trades at reasonable 35x, 42% EPS anticipated growth rate. Ubiquitous name, game-changer in terms of how we navigate our lives. Early days of profitability. No dividend.

Up 149% in 2023, one of the top S&P stocks. The street thought the company cared only for revenue growth, not earnings. They pivoted in 2023, from losses to profits. Uber dominated ride-shares as well as food delivery.

Earnings could grow 8-10%, but this has run up so much that to sell now would mean paying huge capital gains. It's a phenomenal story, but prefers looking for something else in 2024 and will likely sell this next year.

One of the biggest winners of 2023. It's added about $90 billion in 19 months, so it's now worth re-evaluating. There may be no or little upside in the near-term, but he's a long-term holder and will accept that. Uber has bounced off its 200-day moving average 3 times in 2023; only 5 days in 2023 were under that 200-day MA.