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$UBER · Why Uber Is the #1 Stock Wall Street Is Getting Wrong
now playing · $UBER
$UBER···bullish· high· postravis hoium
Hoy calls Uber Wall Street's most misunderstood stock with 20%+ booking growth at 15x earnings
Uber's revenue deceleration is an accounting artifact from UK driver-payment reclassification that doesn't affect gross profit, operating profit, or free cash flow; gross bookings…
$UBER···bullish· high· postravis hoium
Travis Hoy names Uber as largest portfolio position, sees 20%+ booking growth at 15x earnings
Uber's bookings grow 20%+ CAGR while trading at 15x earnings and 11x forward free cash flow; UK revenue recognition changes create optical revenue deceleration but no impact on gr…
$GOOGL···bullish· medium· postravis hoium
Hoy owns Alphabet and praises Waymo's vertical integration as first-mover advantage
Waymo's vertically integrated autonomy strategy makes sense as a first mover, but Uber's aggregator approach targeting suppliers 4-8 creates a larger total addressable market.
$GOOGL···bullish· medium· postravis hoium
Hoy owns Alphabet, praises Waymo's vertical integration but favors Uber's aggregator model
Alphabet's Waymo has a phenomenal first-mover strategy with vertical integration, but Uber's aggregator approach across 15+ autonomous vehicle partners (Lucid, Zoox, Pony AI, etc.…
$META···neutral· lowtravis hoium
Meta cited as 2023 example of Wall Street mispricing creating buying opportunity
Meta in 2023 was a stock Wall Street got completely wrong due to short-term worries, creating a great buying opportunity for asymmetric investors.