Motley Fool Money No Artificial Sweetener for Uber
Feb 7, 2024
Tim Beyers, a Motley Fool analyst, dives into Uber's groundbreaking profitability milestone and its dominant position in ride-hailing. He also praises Chipotle's strategic growth and Roblox's resurgence with strong user metrics and potential advertising opportunities. Asit Sharma shares an inventive analogy, discussing stock profiles as dating profiles, while evaluating MicroStrategy's foray into Bitcoin and tackling Disney's streaming hurdles. The conversation wraps up with a selection of promising stocks, ultimately spotlighting ServiceNow for its impressive growth trajectory.
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Uber's Profitability Milestone
- Uber achieved its first-ever full-year profit, though a billion dollars stemmed from investment income.
- Legitimate operating income is a significant milestone, marking the end of an era for the company.
Uber's Shift from Adjusted Figures
- Uber historically relied on adjusted figures to mask substantial operating losses.
- Positive trends in stock-based compensation signal improving financials.
Uber's Market Dominance
- Uber's market cap reaches $140 billion, dwarfing Lyft's $5 billion.
- This dominance positions Uber favorably, though the valuation may be high.