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Bill Ackman on his $UBER thesis from an interview released today: "We think they're a big beneficiary of you know autonomous driving is going to reduce the cost of getting from one place to another is going to reduce insurance costs. These are and that will of course drive... show more

CapexAndChill

12,588 subscribers

97,794 просмотров • 2 месяцев назад •via X (Twitter)

Наука и технологии Финансы

Anya Rossi• Live Now

Private livecam show

Комментарии: 17

Фото профиля Mortimor

Mortimor2 месяцев назад

I think he’s spot on here. The idea that in order to be bullish on autonomous vehicles you have to be bearish in uber is ridiculous. Waymo literally runs through uber, once tesla is actually scaling theirs I would bet very surprised if they don’t partner with both Uber and Lyft to offer rides through their apps. I’m seriously considering consolidating all my investments into Uber, the stock is tremendously undervalued.

Фото профиля Rex Kirby

Rex Kirby2 месяцев назад

Waymo will be in Google Maps in the future I’m sure

Фото профиля Sean

Sean2 месяцев назад

Not sure about this one. Too much capex ex for Uber. More competition.

Фото профиля Nave

Nave2 месяцев назад

His entire thesis is essentially not believing Tesla will deliver on robotaxis in a meaningful way & that ppl won’t want to download an app… @elonmusk this guy needs a tour of gigatexas ASAP $TSLA

Фото профиля AK

AK2 месяцев назад

He thinks everyone knows he went to Harvard and is interested in his thoughts

Фото профиля Scott Sutherland

Scott Sutherland2 месяцев назад

Its that simple.

Фото профиля Bob

Bob2 месяцев назад

Ackman doesn't believe Tesla has exceptional capabilities. I can never take his views seriously. Tesla solved FSD, this is a monumental achievement in human history.

Фото профиля David Liu

David Liu2 месяцев назад

The assumption of people don't want to download multiple apps to compare costs seems off. People around me and me personally always check the price between 2-3 apps before ordering a ride

Фото профиля LE 🇺🇸 (e/acc)

LE 🇺🇸 (e/acc)2 месяцев назад

Yet they’re lobbying to block AVs lmao clown show

Фото профиля Partha, SEBI RIA

Partha, SEBI RIA2 месяцев назад

Wrote on Uber thesis a while back:

Фото профиля E

E2 месяцев назад

Then why are they opposed to it?

Фото профиля White Africanite

White Africanite2 месяцев назад

why does he look like an effete bezos with hair

Фото профиля theMiddleEighty

theMiddleEighty2 месяцев назад

@grok when was this

Фото профиля Walter🧡🧡🧡

Walter🧡🧡🧡2 месяцев назад

He’s so looking to get out

Фото профиля TheStockBro

TheStockBro2 месяцев назад

Yeeeeee

Фото профиля Rafito Membroza

Rafito Membroza2 месяцев назад

link to the interview

Фото профиля Tree

Tree1 месяц назад

@KonsultInvest

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