The reason Uber remains such a strong buy is simple. The bear case still gives market beating returns going into 2031. Assuming 12% FcF / share CAGR and a 6% exit FcF yield (16.7x multiple) the stock still returns 14.9% ANNUALLY. Even if Robotaxis slow Uber’s growth they can focus on buybacks and profitably to fuel EPS & FcF / share. Long $UBER
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6 Comments
Renaud Fafard@renaud · 11d
@ashton_1nvests post this earlier today: "Uber's President and COO just put more than $5 MILLION of his own money into $UBER. Andrew Macdonald purchased 70,000 shares on the open market at roughly $76 per share." Personally I don't want $UBER in my portfolio but if this was the case I think the best moment is now.
Alex @otman26 · 11dEdited
Rumours are that Uber is buying tesla robotaxis TBD!
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