8/5/24 :: VROCKSTAR :: 
UBER
W/b buyer mid 50s in any other tape
- high 20s PE on '25 #s not "value" but this thing is the definition of moat
- high teens sales growth and 3% FCF yields beat anything sold at Papa Powell's Dog Shop
- love the product, such a go to
- still has some Elon-one-day-will-hurt-stonk
- would own this EPS on any other occasion at this valuation and think there's a pop all else equal (all else equal being the key here bc we are whacky doodle land wrt the Fed emergency mtg etc. etc. and the JPY cray cray no solution just yet)
- i think i rememberUBER being a softbank baby too, so there's that.
TL;DR - i'd be dip buying even tho i'd typically play this thing long. just too much tape risk. low 50s seems like a good entry if/does happen.
UBERW/b buyer mid 50s in any other tape
- high 20s PE on '25 #s not "value" but this thing is the definition of moat
- high teens sales growth and 3% FCF yields beat anything sold at Papa Powell's Dog Shop
- love the product, such a go to
- still has some Elon-one-day-will-hurt-stonk
- would own this EPS on any other occasion at this valuation and think there's a pop all else equal (all else equal being the key here bc we are whacky doodle land wrt the Fed emergency mtg etc. etc. and the JPY cray cray no solution just yet)
- i think i remember
UBER being a softbank baby too, so there's that. TL;DR - i'd be dip buying even tho i'd typically play this thing long. just too much tape risk. low 50s seems like a good entry if/does happen.
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.