Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its user growth accelerates, the company appears to be achieving modest economies of scale, making it an increasingly attractive business.
In this episode, you’ll learn how Uber has scaled across the world and invested in competitors in areas it couldn’t win, why Uber isn’t as negatively exposed to autonomous vehicles as you might think, and why Bill Ackman invested in the company, plus so much more!
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IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
06:55 - What it has taken for Uber to finally turn profitable.
09:25 - How regulatory risks are affecting the company.
12:37 - Uber’s playbook for global growth.
15:52 - Why international growth is more profitable than U.S. growth for Uber.
25:20 - Why Uber has invested in so many competitors.
50:52 - How Uber can actually benefit from autonomous vehicles.
56:47 - Why Bill Ackman invested billions in Uber.
01:03:30 - What is Uber’s intrinsic value per share.
01:15:09 - Whether Shawn & Daniel add UBER to The Intrinsic Value Portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
Bloomberg’s reporting on how Uber bypasses minimum wage restrictions.
Uber’s Q4 supplemental charts presentation.
The New York Times’ coverage of driver lockouts.
Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports.
Check out the books mentioned in the podcast here.
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