u/Secret_Swordfish4121 — thesis ledger

Window	Theses	Resolved	Win rate	Avg return	Median return
1d	0	0	—	—	—
3d	1	1	0%	-3.4%	-3.4%
1w	1	1	0%	-2.7%	-2.7%
1m	1	1	0%	-6.3%	-6.3%
3m	0	0	—	—	—
6m	0	0	—	—	—
1y	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

—

-3.4%

-2.7%

-6.3%

—

Thesis history

$UBERr/ValueInvestingStock Analysisbullish

u/Secret_Swordfish4121 · 30d agono track record yet

Uber's $10B+ bet on robotaxis and €14.2B of debt to buy Delivery Hero

Uber has become a world-class asset-light cash generator ($10B+ TTM FCF on minimal capex), trading cheaply at 2.8x sales versus its historical 4.1x average. The company's $10B+ robotaxi commitment and €14.2B Delivery Hero acquisition, funded by enormous FCF, represent capital-efficient strategic bets on future growth, with AV partnerships already scaling meaningfully.

At post $78.03Now $73.13-6.3% since postedas of Sep 8, 4:31 PM ET

1d—

3d-3.4%

1w-2.7%

1m-6.3%

3m—

6m—

1y—

original post →

End of results.