The Intrinsic Value Podcast 对 $UBER 的判断变化

So when we did a revisit of Uber a couple weeks ago, I didn't put together an updated valuation primarily because I thought things in some sense hadn't changed too fundamentally.

Not that the financial situation hadn't changed, right? Uber has compounded its earnings and retained value a great deal.

Over the last three years, Uber tripled its free cash flow to roughly $10 billion a year. And yet, the stock trades below where it traded when we first pitched it on this show 15 months ago.

With Whimo just recently raising money at $126 billion valuation, it has effectively the same market capitalization as Uber despite having a fraction of the revenues and being unprofitable.