哪只股票最让我兴奋？我不想重蹈上次的覆辙。但在此声明，我依然看好Uber、MSG Sports和Atlanta Braves Holdings。都是很棒的股票。
Which stock excites me the most? I don't want a repeat of what happened last time. But for the record, I still love Uber, MSG Sports, and Atlanta Braves Holdings. Great shares.
给我更新一下Uber的投资逻辑，因为我的看法是，他们说什么都不重要。要反驳一个否定性的论断是很难的。市场根本不在乎。那么……Dara刚刚买了多少？他自己掏钱买了多少股票？我想是1000万。
而那位财务负责人，我想，买了500万。股价依然没有上涨。好。第二天股价还跌了。所以现在他们在回购股票。机构回购。内部人士买入。他们在多个城市、与多个合作伙伴，在街头开展自动驾驶出租车的实际、有形的合作。
这些都不重要。这只股票看起来会以12倍市盈率交易。从方向上看，这似乎就是它正在走的路径。我认为，如果它继续以每年20%到30%的速度增长，股价几乎不可能原地不动。不，我无法告诉你触发这一点的催化剂是什么。
嗯，但你拥有一家很棒的企业，这是一只你应该持有的股票。我认为这是一个买入并持有策略的范例，因为企业基本面很棒。他们为什么不回购股票？为什么不回购20%的股票？为什么不发出收购要约？
是的。如果你给Uber做顾问，去和投资者关系负责人、财务主管和CEO谈，实际上，这些年来你参与过许多因增长而被严重低估的股票。你怎么才能走到一个圆满的结局？除了管理和执行工作——他们显然正在做——你还会告诉他们什么？
如果他们相信自己仍有能力投资于这项业务，你会就股市管理给他们什么建议？
Give me an update on Uber's thesis, because my view is that nothing they say matters. It is difficult to refute a negative claim. The market doesn't care at all. Okay, so...how much did Dara just buy?
How much did he just spend to buy shares for himself? I think 10 million. And the financial manager, I think, bought it for five. The stock is still not rising. Okay. The stock fell the following day.
So now they are buying back the shares. Institutional buyback. Insiders buy. They have actual and tangible partnerships for self-driving taxis on the streets of multiple cities with multiple partners.
That doesn't matter. This stock looks like it will trade at 12 times earnings. In terms of direction, this appears to be the path it is taking. I think it is almost impossible for the stock to remain the same if it continues to grow at a rate of 20 to 30% annually.
No, I can't tell you what the trigger is for that. Hmm, but you have a great business and this is a stock you should hold onto. I think this is an example of a buy-and-hold strategy because the business fundamentals are great.
Why don't they buy back the shares? Why don't they buy back 20% of the shares? Why don't they make a purchase offer? Yes. If you advise Uber, and talk to investor relations officers, the treasurer, and the CEO, virtually, you have been involved with many stocks that have been significantly undervalued for their growth over the years.
How do you get to a happy ending here? What else would you tell them besides managing and executing the work, which they are clearly doing? What would you tell them regarding stock market management if they believed they were still capable of investing in the business?