UBER是3-5年买入并持有的候选，尽管存在高科技相关风险，但自由现金流增长带来显著上行潜力。
逐段跳播
然后是“Uber”。该股略有下跌，但在过去几年中有所上涨。我们在之前的视频中讨论过这一点。它是“Bill Ackman”的一个重要中心，我们可以在我们的内在价值表中查看它。这里有我们进行过的许多分析的所有链接。
看Uber，如果自由现金流继续以15-20%的速度增长，十年账目结束时市盈率为20，那么内在价值将远高于当前股价。如果增长率更快，现值将是现在买入价格的三倍。如果情况不妙，我们仍会下跌50%，但现金流继续增长，只是仅增长10%。
所以，这是对自动驾驶汽车范围扩大的押注，所有像Uber这样的公司都会使用。这不会很快发生。不是在未来几年。因此，Uber作为一家公司可能会继续以10-20%的速度增长。
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%.
也许这就是Bill Ackman所采取的安全边际。他们将一个季度接一个季度地增长，公司将被重新估值，市场将变得兴奋，他们将获得50%或翻倍的利润，然后他们会卖出。如果Uber没有获得所有自动驾驶汽车的合同，这可能是可能的。
所以，如果你喜欢真正的高回报和高风险的赌注，Uber现在值得考虑买入并持有未来三到五年。如果你早赚了钱，你获利了，谢谢。所以，我在这里把它列为积极的（绿色）赌注。
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，技术太多，风险太高，而且技术比我喜欢的多。
Uber, too much technology, too high risk, and more technology than I like.
他说在等什么
这个频道对 $UBER 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上只有这一条判断。