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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

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97,794 görüntüleme • 2 ay önce •via X (Twitter)

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17 Yorum

Mortimor profil fotoğrafı

Mortimor2 ay önce

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.

Rex Kirby profil fotoğrafı

Rex Kirby2 ay önce

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

Sean profil fotoğrafı

Sean2 ay önce

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

Nave profil fotoğrafı

Nave2 ay önce

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

AK profil fotoğrafı

AK2 ay önce

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

Scott Sutherland profil fotoğrafı

Scott Sutherland2 ay önce

Its that simple.

Bob profil fotoğrafı

Bob2 ay önce

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.

David Liu profil fotoğrafı

David Liu2 ay önce

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

LE 🇺🇸 (e/acc) profil fotoğrafı

LE 🇺🇸 (e/acc)2 ay önce

Yet they’re lobbying to block AVs lmao clown show

Partha, SEBI RIA profil fotoğrafı

Partha, SEBI RIA2 ay önce

Wrote on Uber thesis a while back:

E profil fotoğrafı

E2 ay önce

Then why are they opposed to it?

White Africanite profil fotoğrafı

White Africanite2 ay önce

why does he look like an effete bezos with hair

theMiddleEighty profil fotoğrafı

theMiddleEighty2 ay önce

@grok when was this

Walter🧡🧡🧡 profil fotoğrafı

Walter🧡🧡🧡2 ay önce

He’s so looking to get out

TheStockBro profil fotoğrafı

TheStockBro2 ay önce

Yeeeeee

Rafito Membroza profil fotoğrafı

Rafito Membroza2 ay önce

link to the interview

Tree profil fotoğrafı

Tree1 ay önce

@KonsultInvest

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Bill Ackman on $UBER: Autonomous driving should lower ride and insurance costs → lower prices → more demand. “Uber stock is extremely cheap, and is very complicated to be disrupted” “Regardless of who wins autonomous driving, consumers will still use Uber’s app to access those vehicles”

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