The Acquirers Podcast on $UBER (Nov 5, 2026)

they've also written about Uber, which I found interesting. So, you have a stock that's trading at about 16 times its earnings, and they're growing their profitability by about 25% annually, and this is expected to continue for the next two years.

Even if you are a Tesla fan, you may already own a Tesla, so riding in one isn't really exciting, but ultimately it will depend on the cost. It will depend on convenience, and I think the opportunity is there for Uber and some of the things they do like "Uber Eats" and "Uber One" and different types of cars like "Uber Black".

They now have a "Wait and Save " feature where you can choose to spend as little money as possible if you don't mind waiting for the car to arrive within 25 minutes. They have these different levels.

So, I think he did a really good job of explaining the opportunity available at Uber from an evaluation perspective.

I remember when it achieved positive cash flow , and I think I looked at its financial statements a few times. I think it looks like an impressive company, and it doesn't seem like you need to pay an exorbitant valuation for it.

That's a very reasonable valuation , so I think it's a good opportunity too.

But yes, I don't underestimate Tesla, it will be strong, and that's why Uber's stock is down.