Substack · Venture Daily Digest
☕ OpenAI raising $30B at a $1.25T valuation & Instacart is exploring a sale to Uber or DoorDash.
OpenAI stops training frontier models on the live internet.
US · 28 entries · 25 publications
UBER
Uber
- Entries
- 28
- Bullish
- 6
- Bearish
- 1
- First
- Feb 7, 2025
- Latest
- Oct 26, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on UBER at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- October 2026 5 entries
Substack · Playbook · Guillermo Mejía
☕Industry Shots
NFL se mete al private equity; La taquilla como garantía; Ligue 1 regresa al mercado; Las pérdidas de DAZN; Uber y el Tri Femenil; Real Madrid reclama por Superliga.
Since publication −4.3% α −4.4 pp vs S&P 500 · USD
Substack · nobrainerinvestments · Calvin Blissett
Sallie Mae (SLM) 5.8x OE, Uber Cannibal (50% bought back since 2021), Outsider CEO, double digit EPS growth for years, 30% ROE. TAM just exploded. Franchise business model as a bank. 2.4% dividend
Beautiful historical parallel to Peter Lynch’s best investment ever, Fannie Mae a 6 bagger
Since publication UBER −6.0% α −6.2 pp vs S&P 500 · USD
Substack · Guru Gems
Gem Spotlight: Uber (Armitage sold half, Ackman added)
The Gurus' latest 13F moves and the month's news on Uber
Since publication −4.6% α −4.0 pp vs S&P 500 · USD
Substack · PSFK Weekly powered by Fodda · PSFK Weekly
Peter Pan Platforms: Why Digital Platforms Refuse to Grow Up to be Cash Cows
Despite investor frustration, delivery and market platform players like DoorDash and Uber prioritize reinvestment over immediate profit maximization, defending margins amidst shifting consumer demand.
Since publication UBER −7.5% α −5.8 pp vs S&P 500 · USD
- September 2026 1 entry
Blogs · r/ValueInvesting · /u/BillWWouldveDoneTSM
Uber - is the risk from AV really worth the reward
I own about 100 shares at a cost basis of $71. I bought because it seems undervalued (from a pure valuation standpoint it almost certainly is at a fwd PE of ~15.5, the EPS growth and over $10B in FCF, major increase in…
Since publication −6.8% α −8.5 pp vs S&P 500 · USD
- August 2026 9 entries
Substack · Lorenzo Bolsa · Lorenzo Couget
Uber: AVs, Waymo, Tesla, expansión del TAM y una valuación difícil de ignorar.
El verdadero activo de Uber puede ser algo bastante más difícil de replicar que una flota de autos.
Since publication UBER −15.8% α −16.3 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/Connorcor
$UBER Undervalued in $70's
The core business is doing everything right. Bookings have grown over 20% YoY for four straight quarters, EBITDA is up 33% YoY, margins keep expanding, and membership plus cross-platform engagement are both at all-time…
Since publication −15.3% α −14.9 pp vs S&P 500 · USD
Substack · The Wolf of Harcourt Street
Uber: 2026 Financial Model and Valuation Update
What is the fair value of Uber?
Since publication −15.8% α −15.1 pp vs S&P 500 · USD
Substack · Rijnberk InvestInsights · Daan | InvestInsights
Uber – A Terrific Business But a Terrible Stock
Q2 proved the business is thriving, but misplaced AV disruption fears leave Uber trading at a valuation that makes no sense.
Since publication −15.3% α −14.3 pp vs S&P 500 · USD
Substack · The Curbivore · Jonah Bliss
Mobility, Delivery Platforms Saw Eye Watering Growth in Q2
Uber, Lyft, Lime, DoorDash earnings; Auckland City Rail Link; MobilityVC backs Endera
Since publication UBER −6.2% α −5.7 pp vs S&P 500 · USD
Substack · Ashton Invests
Uber Is Turning Scale Into Serious Earnings Power
Record bookings, $10 billion in free cash flow and a major AV commitment
Since publication −6.2% α −5.7 pp vs S&P 500 · USD
Substack · The Inside Analyst · Niklas Petry
Uber Finally Became a Cash Machine That Looks Deceptively Cheap – Opportunity or Trap?
A Financial X-Ray on Uber reveals a business that has fundamentally improved, but one where valuation metrics paint a more nuanced picture.
Since publication −7.7% α −8.7 pp vs S&P 500 · USD
YouTube · Conor Invests │ Investor Center
Mohnish Pabrai Warns a 'Lost Decade' is Coming For the Stock Market
- July 2026 1 entry
Blogs · r/ValueInvesting · /u/MoatVestor
Uber: the business thesis played out, the stock round-tripped to $75, and the margin of safety mostly closed. Is it a buy here or not?
Uber is the cleanest example I've found of the question value investors actually wrestle with: what do you do when a genuinely great business is trading at a merely fair price? Quick context for the setup. Bill Ackman's…
Since publication −11.2% α −13.7 pp vs S&P 500 · USD
- June 2026 1 entry
Substack · Summit Stock Research · Lucas | Summit Stock Research
Uber ($UBER): The Thesis Is Getting Better, The Stock Is Getting Cheaper
Uber Q1 2026 earnings update
Since publication −7.7% α −10.0 pp vs S&P 500 · USD
- May 2026 1 entry
Substack · The Wolf of Harcourt Street · Wolf of Harcourt Street
Uber: 50 Million Members and Record Margins
Uber Q1 2026 Earnings Analysis
Since publication −13.2% α −16.7 pp vs S&P 500 · USD
- April 2026 2 entries
Substack · The Intellectual Investor · Vitaliy Katsenelson
Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About
You can also listen to a narration of this article on iTunes & online.
Since publication −13.5% α −22.6 pp vs S&P 500 · USD
Substack · El Inversor Intelectual · Vitaliy Katsenelson
Uber y los coches autónomos: el problema de la utilización del que nadie habla
Estimado lector, espero que disfrutes de este artículo.
Since publication −13.5% α −22.6 pp vs S&P 500 · USD
- February 2026 1 entry
Substack · Multibagger Insights · The T-shaped Investor
AI Discussion in Amazon, Reddit, and Uber Earning Calls
This week I tracked Amazon, Uber, and Reddit earnings closely.
Since publication UBER −10.5% α −20.8 pp vs S&P 500 · USD
- January 2026 1 entry
Substack · Mulberry Investment Research
The World Continues to Realign Trade and Uber: the Real Beneficiary of Autonomous Driving
#19 – January 19th, 2026 – 1/19/2026
Since publication −21.0% α −34.0 pp vs S&P 500 · USD
- December 2025 2 entries
Substack · Excelsior Capital
What Your Stock Screener Isn’t Telling You
A quick Uber example of why headline multiples don’t tell the whole story.
Since publication −18.6% α −30.2 pp vs S&P 500 · USD
Institutional · eToro
Deep Dive: Uber Fights for Innovation Recognition
The Daily Breakdown digs into Uber’s business, its turn to profitability, the stock’s valuation, and the risks that it faces in its industry. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown…
Since publication −27.6% α −39.3 pp vs S&P 500 · USD
- July 2025 1 entry
Short reports · Grizzly Research
Falsifying Data Can’t Save You From Severe Competition: Why We Believe Pony AI Inc. is the Worst of the Robotaxi Hype
Read below or open PDF version Pony AI Inc. (Nasdaq: PONY) is a hyped robotaxi company that went public in November 2024. Recent rumors around interest by former Uber CEO Travis Kalanick in PONY’s U.S. business have…
Since publication UBER +31.4% α +53.6 pp vs S&P 500 · USD
- April 2025 1 entry
Substack · Secret Sauce Investing
Uber Deep Dive 🤳🚕
Driving to profitability? 📈
Since publication +2.3% α −49.0 pp vs S&P 500 · USD
- February 2025 2 entries
Substack · StreetSmarts · MarketLab
Surge Pricing: Uber Shares Take Off
Plus: The Signal & The Noise
Since publication −18.9% α −44.1 pp vs S&P 500 · USD
Substack · BlackSwan Investor
Investment update on Uber #1
What valuation does Uber deserve after Q4 2024 Earnings?
Since publication −11.4% α −38.8 pp vs S&P 500 · USD
There are 2 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.