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BamBamInvest
@BamBamInvest
4Mo·

Uber brief overview

25
10 Commentaires
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Marcel@xzxzx
4Mo
A clear buy for me🚀
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BamBamInvest@BamBamInvest
4Mo
@xzxzx for me too ✌️
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ThemenmitKopf@topicswithhead
4Mo
I'm also considering going in, but I don't understand why they went down in the first place. Apart from that I find the r&d costs very high, freight is operationally negative and not growing and the robotaxis will not always stay on uber. At least I don't think everyone will order via uber
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BamBamInvest@BamBamInvest
4Mo
@topicswithhead The use of the network at $UBER for the Robotaxis alone is already a gain and, in my opinion, an extreme moat. Setting up and publicizing something like this in every country takes time and money. Existing cooperations will not be dropped so easily and there will probably still be some players in autonomous driving who want to use the network, also for delivery services etc . I could also imagine that, depending on demand, it would also offer a comparison platform for autonomous driving from several providers and also provide driving data. Furthermore, private individuals who make their vehicles available and earn money with them while they don't need the vehicle. There is a lot of imagination here and enormous possibilities in every direction ✌️
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BamBamInvest@BamBamInvest
4Mo
@topicswithhead They went down because of the prospects, I see much more opportunities than risks here and the valuation is really not expensive for a tech company.
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SathosiRuffy@SathosiRuffy
4Mo
Interesting company and extremely well positioned with its various business models. On closer inspection, however, I think the gross margin is a little too low for a "tech company". That's why I see scaling as difficult, so for me it's currently not a buy
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BamBamInvest@BamBamInvest
4Mo
@SathosiRuffy Still not expensive in terms of valuation and they continue to increase the margin. We'll see, I like the potential and the risk/reward ratio.
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fund_commander123@fund_commander123
4Mo
@SathosiRuffy I believe that $UBER, like airbnb, could increase margins at any time with its platform model if it came down to it.
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BamBamInvest@BamBamInvest
4Mo
@fund_commander123 I agree, I like $UBER, it works well, I know my way around it and the prices are absolutely fine. even with cheaper prices I don't go to $LYFT. In the Emirates, a $UBER driver told me to try $LYFT, they are currently running a promotion and are cheaper. I don't care if I pay 2-3 euros less. Then I don't need to drive to $UBER 😄
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SathosiRuffy@SathosiRuffy
4Mo
@fund_commander123 I don't think it's that simple, but in the medium term there is certainly still a lot possible. I think that robotaxis could become the main risk. But it could also offer opportunities
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