Uber Company Commentary: Mispriced Fundamentals Amid Bad Sentiment

3 days ago

"It's not only a bet on the future like autonomous vehicles, even delivery drones, which I believe are the future of the delivery business model, but even flying taxis like Jobby Aviation and anything you could think about for the future. It's a bat on all those things, but none of those things are priced in the stock as it's trading at 18 times cash flow, growing cash flow, 20% plus every single year. The stock has really bad sentiment. Whenever I'm going to talk about it here shortly, most of you are going to skip the video. You're going to tell me why are you talking about the stock? The company is dead. The company has no moat. But this sentiment with the combination of amazing fundamentals is what leads to explosive moves like the one we had on Google when AI was supposed to kill Google or ChatGPT, just like again AMD which I talked about when it was getting crushed and we saw how that happened."

The speaker highlights Uber's strong fundamentals despite negative market sentiment. He underscores that while investors dismiss the company as lacking a moat, the low valuation (18 times cash flow) combined with high growth in cash flow presents an explosive opportunity similar to past market mispricings in tech stocks.

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