u/BillWWouldveDoneTSM

Reddit r/ValueInvesting
· tracked since Sep 2026
Calls
1
Win Rate
0.0%
return
-0.3%
Calls 1 1 Posts tracked · 1.0/day
Calls
7d 1
30d 1
90d 1
Win Rate 0% Long 1 Short 0
Win Rate
7d
30d
90d
Average Return -0.3% Long Return -0.3% Short Return -
Average Return
7d
30d
90d
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Long
Sep 16
$71.23
-0.3%
Uber undervalued; AV risk threatens binary downside
Author owns Uber and argues it is undervalued on ~15.5x forward PE, EPS growth, over $10B FCF, and gross bookings growth, with the bull case that AV adoption is not zero-sum and Uber can be the global demand aggregator via partnerships and the Uber One flywheel. The cap-light model avoids AV fleet debt and recurring Uber One customers could deepen spend, which the author says could support a 3x move over the next few years. Main stated risk is that AVs render Uber obsolete, producing a binary, permanent capital loss; the author also questions opportunity cost if the stock trades sideways.
Retail & Mobility
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u/BillWWouldveDoneTSM has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: UBER.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology