$UBER
I know a lot of my friends have recently been talking about $UBER and how it makes sense from a value perspective but as I look at the fundamentals, I’m also keeping my eye on posts like this.
Uber as of right is a great value company but so was Sears before Amazon. With headlines of robotaxis and Waymo’s expanding all over the place, I don’t think there’s much room for multiple growth.
This seems more like a value trap at the moment, not because there is anything wrong with the business but instead it’s the headline risk that could keep the companies stock grounded.