Uber: A Platform The Market Still Underestimates

Group 1 - The market undervalues Uber's competitive scale while overemphasizing distant and uncertain concerns related to autonomy and regulation [1] - Uber's long-term value is driven by fundamentals, cash flows, balance sheets, and underlying economics [1] - The analysis focuses on US equities due to the depth of disclosure and variety of business models available [1] Group 2 - The approach taken is long-term, avoiding predictions of near-term price movements or reactions to headlines [1] - The analysis aims to identify situations where market expectations diverge from actual business realities [1]