u/Ancient-Purpose99

Reddit r/ValueInvesting
· tracked since Sep 2026
Calls
1
Win Rate
0.0%
return
-2.4%
Calls 1 1 Posts tracked · 1.0/day
Calls
7d 1
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
UBER Short -2.4%
Most Mentioned
UBER ×1
Recent Calls
UBER Short 1 day ago
Win Rate 0% Long 0 Short 1
Win Rate
7d
30d
90d
Average Return -2.4% Long Return - Short Return -2.4%
Average Return
7d
30d
90d
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Theme
Source
Short
Sep 10
$71.08
-2.4%
Uber's high take rates unsustainable in AV future
The author argues Uber's take rates with human drivers are extremely high, and in a post-AV landscape Waymo will not tolerate the same take rates that a random driver without other job options allows Uber to take. This structural margin compression is framed as a core issue with Uber's business model. The implied catalyst is the transition to autonomous vehicles and the resulting renegotiation of take rates.
Retail & Mobility
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u/Ancient-Purpose99 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: UBER.