UBER 被低估；自动驾驶出租车竞争已被计入价格，混合模式提供优势。
逐段跳播
我认为Uber目前被严重低估。它的股价是68美元。不过，并不能保证它很快就会上涨。我们见过一些公司长期处于被低估的状态。它的市盈率是17倍。虽然所有经济面看起来都很好，但最大的担忧是无人驾驶出租车。
Cyber Cab、Waymo、Zoox，所有这些与Uber竞争的公司。这是它们面临的第一次真正的竞争。
I think Uber is way undervalued at this point. It's trading at $68. Now, there's no guarantee that this one goes up soon. We've seen companies trade at undervaluations for long periods of time.
This one's trading at a 17 Ford PE ratio. While all the economics look really good, the big concern is robo taxis. the Cyber Cab, the Whimo, the Zuks, all these companies competing with Uber.
It's the first real competition that they faced.
我认为这些已经很大程度上反映在股价中了。所以，尽管Cyber Cab和无人驾驶出租车等会蚕食它们的一部分市场份额，但Uber在其他地方仍在继续扩张并提升市场份额。而且我认为混合模式也有优势，即Uber既会有自己的无人驾驶出租车，也会有自己的人类司机来填补无人驾驶出租车无法覆盖的空白。
具体来说，就是它们根本不运营的地方，以及在短时间内出现超额需求的地方。这使得采用混合模式非常有吸引力。打开一个应用，你知道你会叫到司机。无论它是机器人还是人类，你很快就会有车。
I have the belief that this is more than priced into the stock. So even though cyber cabs and robo taxis and all that will eat into some of their market share, Uber continues to expand and grow in market share in other places.
And I believe there's also an advantage in having a hybrid model where Uber is both going to have their own robo taxi and they'll have their own human drivers to fill in the spaces where robo taxis can't get.
Specifically, places where they literally don't operate and places where there's excess demand all in a short period of time. That makes it very attractive to have a hybrid approach.
One app to open that you know you're going to get a driver. Whether or not it's a robot or a human, you're going to have someone soon.
这个频道对 $UBER 的历次判断
Joseph Carlson After Hours 在这只股票上共 3 条判断，这里只列相邻的几条。