u/BillWWouldveDoneTSM

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%-0.1%-0.1%
3d111100%-0.7%-0.7%
1w111100%-2.2%-2.2%
1m111100%-0.9%-0.9%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$UBERr/ValueInvestingDiscussionbearish
u/BillWWouldveDoneTSM · 37d agono track record yet
Long 100 shares of UBER

Uber - is the risk from AV really worth the reward

While Uber may be fundamentally undervalued, the risk of permanent capital loss from autonomous vehicle disruption outweighs the limited upside (3x over several years), particularly given binary risk of the core rideshare model becoming obsolete. The opportunity cost of capital is too high relative to asymmetric downside.

At post $70.97Now $66.96-5.7% since postedas of Oct 23, 2:46 PM ET
1d-0.1%
3d-0.7%
1w-2.2%
1m-0.9%
3m—
6m—
1y—
original post →

End of results.