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Denis Gorbunov's avatar

Great thoughts here, Oliver. Two comments:

1). That SoFi CEO loaded up on his company's stock is a good sign, indeed. Dara Khosrowshahi also bought 200k shares of Uber about a year ago, look how it's done since then.

2). Speaking of Uber, I'm pleased you mentioned Aurora. Autonomous driving should be Uber's greatest strength.

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Oliver | MMMT Wealth's avatar

Thanks Denis. Appreciate your comment mate!!

Are you buyers of either?

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Denis Gorbunov's avatar

I've been holding Uber for a few years. The company is just everywhere. It helps to see their ads in the city and in airports.

There are two minor things I find concerning:

1). Uber's investments in similar companies in Asia aren't faring well.

2). Uber announced $7b buybacks in Feb '24. I mean, if it's a growth stock, why the buybacks? Grow organically, reinvest your profits. It almost sounds like Uber's growth story is over.

I don't think it is but don't understand the reason for buybacks.

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