UBER is a strong hold; recent developments were positive and confidence in ownership remains high without needing updated valuation models.
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“Meta (META): What the Market Misses”
The Intrinsic Value PodcastPublished Sep 27 · 2 passages
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So when we did a revisit of Uber a couple weeks ago, I didn't put together an updated valuation primarily because I thought things in some sense hadn't changed too fundamentally.
Not that the financial situation hadn't changed, right? Uber has compounded its earnings and retained value a great deal.
Uh but more so that we we already felt very confident in wanting to own Uber and we thought only good things had transpired in the last year. So, uh, we didn't need a model to tell us whether we should own Uber or not.
What this channel has said about $UBER
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2026-09-27BullishThis one
So when we did a revisit of Uber a couple weeks ago, I didn't put together an updated valuation primarily because I thought things in some sense hadn't changed too fundamentally. Not that the financial situation hadn't changed, right? Uber has compounded its earnings and retained value a great deal.
2026-09-05Bullish
Over the last three years, Uber tripled its free cash flow to roughly $10 billion a year. And yet, the stock trades below where it traded when we first pitched it on this show 15 months ago.
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