Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=jO2XnyvNPLY Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter The Most Misunderstood Stock in the Market [Z9Hv78NnL63] Health Updated on August 11, 2026 EDT — Published on August 11, 2026 EDT Uber has lagged the market significantly due to fears about AV disruption. In this video, I argue it is one of the most misunderstood situations with a lot of potential long-term. The next few years will make clear whether this thesis is true or not. MY SUBSTACK 📖 â–º 0:00 Intro 01:18 Road to Profitability 02:55 Uber's Financials 05:07 AVs 06:14 1st AV Fear 08:52 2nd AV Fear 10:29 Commoditization 13:32 Why Uber's a Winner 18:35 The Expedia Playbook 20:05 Valuation **The views expressed are my own and do not represent the views of any past or current employer. This content is for educational and informational purposes only, and is not intended as investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Readers should conduct their own research or consult a licensed professional before making investment decisions.** KKuTQPBXR4X DEWyBIyDHEY 7HjPbhkRL2P PoLb4S77VIc 59XAEJOfGa7
Uber has lagged the market significantly due to fears about AV disruption. In this video, I argue it is one of the most misunderstood situations with a lot of potential long-term. The next few years will make clear whether this thesis is true or not. MY SUBSTACK 📖 ► 0:00 Intro 01:18 Road to Profitability 02:55 Uber's Financials 05:07 AVs 06:14 1st AV Fear 08:52 2nd AV Fear 10:29 Commoditization 13:32 Why Uber's a Winner 18:35 The Expedia Playbook 20:05 Valuation **The views expressed are my own and do not represent the views of any past or current employer. This content is for educational and informational purposes only, and is not intended as investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Readers should conduct their own research or consult a licensed professional before making investment decisions.** KKuTQPBXR4X DEWyBIyDHEY 7HjPbhkRL2P PoLb4S77VIc 59XAEJOfGa7