Uber (UBER)

It's come down a lot and looks attractive now.

Super growth rate. Uber Eats is growing. They haven't monetized the 160 million users of their app, so ads will be a big part of their business. Shares are down now because of worries of Elon Musk so tied in with the incoming president. Good tech companies adapt, and Uber can adapt. Self-driving cars will massively increase the market for ride-sharing. Trades at only 26x PE 2025, not expensive.

It's profitable now. But shares are slumping because of Waymo--their robo-taxis now operate in four cities and will add Miami in 2026. What is the future of ride-shares? Will we need drivers? Also, Uber drivers are contractors, but we keep hearing about how little they earn, which means their could a change in regulations about treating these drivers.

It's profitable now. But shares are slumping because of Waymo--their robo-taxis now operate in four cities and will add Miami in 2026. What is the future of ride-shares? Will we need drivers? Also, Uber drivers are contractors, but we keep hearing about how little they earn, which means their could a change in regulations about treating these drivers.

Too expensive at a high valuation and doesn't offer enough value. Their Uber Eats succeeded, though, and the company will continue to grow. Management keeps on delivering.

It has been doing well and growing rides by 20% for the last six quarters. With car ownership, especially new cars, becoming more unaffordable as well well as traffic trends and parking expenses, it is almost better to take an Uber. They are keeping their prices constant. Valuation is a little high so consider it in a market pullback. They are looking closely at it.

Has broken down. Also seeing lower highs. Looks to be forming a descending triangle, which is not positive from a technical perspective. May start to see economic challenges. Not a preferred place to be.

Defined the category, expanded its footprint. Operating leverage is kicking in, margins are growing. Has turned itself into an earnings and free cashflow story. Dynamic grower. Miles (or kilometres ;) ahead of its competitor LYFT.

Shares are down over 13% the past month. Hold for the long term. This could fall to the low-$60s and he would consider picking up shares then. He's long owned this for himself and clients.

He likes it long term. He bought it for growth in industrials. Shares have been weak since the election, but he would be adding on current weakness. Trump is expected to end the EV tax credits, which is pressuring these shares, but this sentiment shall pass. Will Lyft continue to compete with them? He doesn't know.

He bought Uber in August 2023. It's still adding to this industrial stock and essentially to buy in this sector.

She just bought it last week at $73, then sold a January call and collected around $2.20 in premium for 3 months. Tesla and Uber have a good partnership. If you want to be an Uber driver, Tesla will give you $2,000 in credits to buy a Tesla. They are am algorithmic pair trade--when Tesla's robot day failed, Uber shares jumped.

Expecting driver less cars and automation to continue. Tech stack very strong on this company. Business model starting to generate cash . Years of capital investment have started to pay off. Share price is priced for value - good time to buy. Latest quarterly earnings very strong. Would recommend a partial position - can be risky. 

Right at potential support of 200-day MA, which makes it somewhat interesting. 33x forward PE, 40% growth rate, so the valuation looks interesting. Ride-sharing market is highly competitive. DoorDash + LYFT could be a headwind. Long term, he worries about autonomous vehicles and increased government regulation.

It is consolidating and going sideways. He doesn't know if it will break out. You could buy at the breakout or at the bottom where there is support for a swing trade.