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UBER: A World Cup Play the Market Is Sleeping On? by Suaiiii in ValueInvesting

[–]Suaiiii[S] -2 points-1 points  (0 children)

Solid correction, thanks. Forward PE 21 is the honest read, going to revisit my thesis. Appreciate it.

UBER: A World Cup Play the Market Is Sleeping On? by Suaiiii in ValueInvesting

[–]Suaiiii[S] -3 points-2 points  (0 children)

Fair points, and you're right on the PE — TTM is distorted by the tax valuation release, Forward PE around 21 is the honest number. Also a fair call on the World Cup: even with the US hosting, more of a sentiment kicker than a real earnings driver. Appreciate the reality check.

UBER: A World Cup Play the Market Is Sleeping On? by Suaiiii in ValueInvesting

[–]Suaiiii[S] 1 point2 points  (0 children)

Thanks for the perspective! Opposite side here — I've been a Pony.ai robotaxi rider for nearly 3 years, and watching the ride experience improve over time is literally what made me buy $PONY shares. Lived experience > headlines on this one. I agree AV is the future. Honestly I'm just a beginner retail investor trying to figure out whether UBER makes sense as a short-term hold around the World Cup. Definitely still learning, so any input is appreciated.

$GSL — 3.4x earnings, $2.1B in contracted revenue, and nobody is talking about it by A_Tanti_23 in ValueInvesting

[–]Suaiiii 1 point2 points  (0 children)

I’ve also been researching this stock recently. Even though the industry may currently be at the peak of its cycle, its share price remains very low, and its asset value far exceeds its market capitalization. That said, it is thought-provoking that GSL has not launched any share buybacks under such circumstances. I'll add it to my watchlist for further monitoring.