Uber

2 notes on Uber Technologies, Inc. (NYSE: UBER), newest first.

This page states no position of its own. Each note disclosed the firm’s position on the day it published; it may have changed since, without notice.

The Uber thread

2 notes, newest first
8 Nov 2026SER-0013 · Position Review
Uber Technologies, Inc. · NYSE: UBER

Uber: robots, start your engines!

Volume is slowing, cash is strong. On 20% growth, the firm's case, without the float, its model gives about $89 a share against $68.78. The firm stays long.

7 tables · 17 charts
LongValuation
6 Aug 2026SER-0004 · Research Note
Uber Technologies, Inc. · NYSE: UBER

Uber Technologies, Inc.: pricing 6% growth into a 20%+ compounder

The market prices 6% perpetual cash flow growth for a business compounding bookings above 20%. Either something breaks it — or the shares are mispriced.

23 tables
LongValuation

Positions disclosed

PublishedNoteFirm’s position
8 Nov 2026SER-0013
Position Review
Long
6 Aug 2026SER-0004
Research Note
Long