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Motley Fool Hidden Gems Investing

No Artificial Sweetener for Uber

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 7 February 2024

⏱️ 34 minutes

🧾️ Download transcript

Summary

Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?  (00:21) Tim Beyers and Dylan Lewis discuss: - Uber at all-time highs and its ride-hailing dominance. - Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito. - Roblox’s return to strong user metrics, and why analysts are talking about the company’s ad business. (17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors. Companies discussed: UBER, CMG, RBLX, DIS, VRTX, MSTR Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Asit Sharma Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

We've got two big-time names at all-time highs. Where do they go from here?

0:08.8

Motley Full Money starts now. I'm Dylan Lewis and I'm joined over the airwaves by Motley Full Analysts Tim Byers.

0:25.0

Tim, where is the caffeine meter checking in?

0:28.0

It's all about survival today, Dylan.

0:30.0

It's all about survival.

0:32.0

You know, I hope that the rest of your day goes better than the way it started,

0:35.0

but I do love that you are fully caffeinated and ready to go.

0:39.0

We've got some huge names in the digital economy,

0:41.0

posting some big time results, and we're going to stop to

0:44.6

smell the roses on a Valentine's Day stock. Tim we're going to start with

0:48.7

Uber because it is the end of an era at Uber. The company reported its Q4 results and its first ever full year

0:56.7

profit. Important to note that while it did post 1.4 billion in net income, a billion of that was the investment income, but Tim we had

1:05.0

a legitimate operating income for a full year from Uber.

1:08.0

I mean it's impressive. I have to give credit where it's due.

1:13.1

There are some growth investors who saw this early on.

1:17.1

We did make this a re-rec and rule breakers

1:20.1

about, I'm gonna say a little more than a year ago, but part of that was because of work done by others.

1:26.8

And I'll single out Henry Ellen Bogan at Durable Capital, who was early on seeing just how good

1:38.0

Uber was tracking.

1:40.3

And I've just a couple of numbers here, Dylan, you know, there was a thesis for Uber that if they could start generating real meaningful gains in gross bookings

1:57.4

and they could, no matter what you say about,

2:00.0

I'm not a big fan of adjusting anything, but management does get paid on what's called

...

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