Name: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now?
Uploaded: 2026-08-16
Description: UBER remains a strong buy despite recent price retracement; sentiment is highly positive.

Jump to any passage

3 passages

I mean, we sometimes talk about how, you know, Ubering is a verb in pretty much every market in the world, but being a household name in an industry that is subject to just constant change, also means you probably quite outdated, and that was certainly the case for PayPal.

Well, and Mark is also the one who built the highly successful ads business at another one of our portfolio holdings, Uber, and also for Amazon. So, he certainly knows what he's doing.

And I'm actually working on an updated episode for Uber, which we fortunately didn't mention today. It wasn't one of our biggest losers, but it has also given up some gains from when we first invested in that position.

And yet, at least personally, I'm as bullish as ever.

What this channel has said about $UBER

The Intrinsic Value Podcast has 3 calls on this stock; only the adjacent ones are shown.

2026-09-03Bullish

>> But we we own a lot of great companies, too. So, I I come in with these biases of like, you know, if I have, you know, $10,000 to invest, uh, I could either put it in in in Reddit or Uber or Alphabet or I could put in Hermes or, you know, a million other things. And, you know, for me, if I'm putting talking about Hermes, like I can't I can't rank it higher than than B TOC because I'm just I'm not that close to to wanting to add it to the portfolio.

Quote at 17:07 ›

2026-08-16BullishThis one

I mean, we sometimes talk about how, you know, Ubering is a verb in pretty much every market in the world, but being a household name in an industry that is subject to just constant change, also means you probably quite outdated, and that was certainly the case for PayPal.

See full history ›

Which window this belongs to for $UBER See the full record for UBER