Puestos
96Brad Gerstner (investor and hedge fund manager) said that his company will sell its Uber shares after the elections and invested the capital in Tesla
$TSLA (+4,29 %) invested in Tesla.
"2025 will be the year of robotaxis.
We were at the Robotaxi-day at Tesla and were impressed.
Uber
$UBER (+3,37 %) is facing a huge disruptive force from Tesla.
Tesla is taking the lead with its fully autonomous driving functions."
Photo: uber
The Zero Emission Transportation Association 🇺🇸, whose members include Rivian
$RIVN (+2,34 %), LG, Tesla $TSLA (+4,29 %), Uber
$UBER (+3,37 %), Lucid
$LCID (+2,55 %) and Panasonic
$6752 (+2,11 %) emphasized that production tax credits can save a significant number of jobs in states such as Ohio, Kentucky, Michigan and Georgia.
She warned that eliminating these production and excise tax credits would not only jeopardize these investments, but would also hinder job growth in the USA and would cause lasting damage.
RBC CAPITAL ON $TSLA (+4,29 %) AND AVS: "WHAT IF TESLA PLAYED BALL WITH $UBER (+3,37 %) & $LYFT (+3,6 %)
?"
"We have rising conviction that Tesla may be more open to working with UBER and LYFT at some point as distribution partners for its AVs. Consistent with our June deep-dive report, we believe the successful AV networks of the future will involve deeply integrated partnerships composed of OEMs, suppliers, software enablers, and ride-hailing networks all playing their critical roles in delivering a safe, reliable, and, importantly, economically sustainable service. This could lower the cost of vehicular transportation and take share from private vehicle ownership."
"Importantly, we think both UBER and LYFT likely participate in this rising tide as vehicle supply participants would likely not sole-source for demand generation. While we remain mindful of Tesla’s ability to irrationally subsidize for a period, longer-term, we think the path of least resistance is plugging into almost immediate vehicle utilization. This would shift what is currently a possible existential risk for UBER and LYFT into simple TAM expansion."
Unpopular trades Part XXII
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Were sold:
$OHI (+1,15 %) +33%
$MRK (-0,21 %) +0,6%
$M&M +7%
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Purchased $UBER (+3,37 %)
Uber is bringing the cab of the future to the road in an innovative way, with strong growth and now profitable: and I got on board.
Uber
$UBER (+3,37 %) has shown an impressive development in free cash flow over the past three years (Q3 2021 to Q3 2024).
Quartr's chart illustrates how the company has gone from negative values in 2021 to a steadily growing positive cash flow.
Important developments at a glance:
- The free cash flow increased from a low of USD -303 million in the fourth quarter of 2022 to an impressive 2,1 billion US dollars in the third quarter of 2024 - an increase of 133 %.
- The mobility bookings (MAPC) increased by 13 %, and the travel recorded strong growth of 17 %.
The gross bookings increased by 16 % and sales increased by 20 %.
-The most important business areas developed strongly:
Mobility grew by 26 %, delivery services by 18 %, and the freight recorded an increase of 2 %.
-Uber's EBIT increased by an impressive 169 % and the margin rose from 4.2 % to 9.5 %.
Photo: Quartr (Absolute recommendation)
Uber
$UBER (+3,37 %) announced its quarterly figures this afternoon.
The earnings per share (EPS) amounted to $0,46 and exceeds expectations of $0,41.
The turnover amounted to $11,2 billion and is also above expectations of $11 billion.
The total gross bookings amount to $41 billion and fall short of expectations of $43 billion.
My largest single stock positions $UBER (+3,37 %) and $HOOD (+4,3 %) both down almost double digits after earnings - are running 😅.
$UBER (+3,37 %) TTN Summary Earnings Call:
Plans to steadily increase share repurchases in coming quarters, intending to establish a durable share repurchase program (Uber Technologies Inc) - Observes that growth outside core city centers is higher than in core areas, with non-core cities comprising 60–70% of the market and generally growing faster than city centers. Expects significant growth opportunities in less dense markets globally for both mobility and delivery, focusing on expanding into suburbs and secondary cities over the next 2-3 years and beyond. Autonomous strategy progressing well, with 14 AV partners recognizing the significant value Uber brings to their deployment plans. Anticipates continued organic growth through fast-growing new products (now at $20 billion annual gross bookings), geographic expansion, and increasing user frequency, including via membership efforts.
Principales creadores de la semana
