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▶ 0:03 · $META · Why Uber Is the #1 Stock Wall Street Is Getting Wrong

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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.

$UBER···bullish· high· postravis hoium

Hoium: Uber is Wall Street's most misunderstood compounder at 15x earnings

Uber's revenue deceleration is an accounting artifact from UK contra-revenue changes that doesn't affect cash flow; bookings grow 20%+ CAGR, margins expand, and autonomy aggregato…

$GOOGL···bullish· medium· postravis hoium

Hoium owns Alphabet, praises Waymo's vertical integration as first-mover strategy

Alphabet's Waymo has a phenomenal first-mover strategy in autonomy through vertical integration, but Uber's aggregator model may ultimately scale larger.

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