During their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Why Uber Is A Good Investment. Here’s an excerpt from the episode:
Jonathan: Now it’s positive. It’s just turned positive. I mean, that’s so, but if you look at it two or three years from now, on their trends, on EBITDA, it should be, and we think we get the 60-70 a share on the name. So it’s… you have to look out a little bit there, but it’s it’s it’s compounding pretty quickly.
Jake: The unit economics work?
Jonathan: Yeah, I mean it’s… and then they have things like um, that they’ve introduced recently like advertising within the vehicles. Talk about a captive market you’re in.
And they’re just so competitively advantaged over Lyft where they’re able to get more drivers because they can have the delivery as well as the mobility part of the business.
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