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u/Connorcor
Reddit r/ValueInvesting
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0.0%
доходность
-3.8%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
19 авг
$78.24
-3.8%
Uber has 20%+ YoY bookings growth for four straight quarters, EBITDA up 33%, margins expanding, and trades at only 12-15x forward earnings. Market is pricing Uber as an AV loser, but Uber is gaining category share in mature robotaxi markets and building partnerships with Waymo, Nvidia, Rivian, WeRide, and Pony.ai. Uber is the likely AV demand layer, not a disruption casualty; valuation discount vs Lyft and DoorDash creates a re-rating opportunity. Faster AV deployment that bypasses Uber, margin compression from competition, regulatory shifts, or a broader demand slowdown in ride-hailing and delivery.
Uber has 20%+ YoY bookings growth for four straight quarters, EBITDA up 33%, margins expanding, and trades at only 12-15x forward earnings. Market is pricing Uber as an AV loser, but Uber is gaining category share in mature robotaxi markets and building partnerships with Waymo, Nvidia, Rivian, WeRide, and Pony.ai. Uber is the likely AV demand layer, not a disruption casualty; valuation discount vs Lyft and DoorDash creates a re-rating opportunity. Faster AV deployment that bypasses Uber, margin compression from competition, regulatory shifts, or a broader demand slowdown in ride-hailing and delivery.
Ритейл и мобильность
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У u/Connorcor на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: UBER.
