$UBER

UBER is a buy-and-hold candidate for 3-5 years with significant upside potential from FCF growth, despite high tech-related risks.

BullishHe framed it in years
“5 Interesting Value Bets From Investing Quadrant”
Value Investing with Sven Carlin, Ph.D.Published Sep 3 · 3 passages

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Then we have " Uber". The stock is slightly down but has risen over the past few years . We discussed this in a previous video. It's a big center for "Bill Ackman" and we can then check it out in our intrinsic value table.

Here you have all the links to many of the analyses we have conducted. Looking at Uber, if free cash flow continues to grow at 15-20% with a P/E ratio of 20 at the end of the ten-year accounts, the intrinsic value will be much higher than the current share price.

With faster growth rates, the present value will be three times what you can buy it with now. If things go badly, we will still fall by 50% with cash flows continuing to grow, but by only 10%.

So, this is the bet on expanding the range of self-driving vehicles that all these companies, like Uber, will use. It won't happen that quickly. Not in the next few years. Therefore, Uber as a company may continue to grow at a rate of 10-20%.

Perhaps this is what Bill Ackman is taking as a safety margin. They will continue to grow quarter after quarter , the company will be revalued , the market will get excited, they will make a 50% or double profit, and then they will sell.

This may be possible if Uber does not secure all the contracts for self-driving vehicles. So, if you like real bets with huge payouts and high risks too, Uber is worth considering buying now and holding for the next three to five years.

If you earned your money early, you made a profit, and thank you. So, I'm going to put it as a positive (green) bet here.

Uber, too much technology, too high risk, and more technology than I like.

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free cash flow growth rate

What this channel has said about $UBER

Value Investing with Sven Carlin, Ph.D. has only this one call on this stock.

2026-09-03BullishThis one
Then we have " Uber". The stock is slightly down but has risen over the past few years . We discussed this in a previous video. It's a big center for "Bill Ackman" and we can then check it out in our intrinsic value table. Here you have all the links to many of the analyses we have conducted. Looking at Uber, if free cash flow continues to grow at 15-20% with a P/E ratio of 20 at the end of the ten-year accounts, the intrinsic value will be much higher than the current share price. With faster growth rates, the present value will be three times what you can buy it with now. If things go badly, we will still fall by 50% with cash flows continuing to grow, but by only 10%. So, this is the bet on expanding the range of self-driving vehicles that all these companies, like Uber, will use. It won't happen that quickly. Not in the next few years. Therefore, Uber as a company may continue to grow at a rate of 10-20%.
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