Uber Technologies Inc.
Thesis
Uber is well-positioned to capitalize on the growing demand for convenience in food delivery and ridesharing, with strong fundamentals supporting its core Mobility and Delivery businesses. The company is expected to generate significant free cash flow and improve operational efficiency, leading to expanding EBIT margins. Despite current market pressures, the intrinsic value of Uber is estimated at $106 per share, suggesting substantial upside potential.
Did it work?
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. While the thesis outlines strong fundamentals and potential for growth, the lack of concrete outcomes or market reactions leaves the evaluation uncertain.
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