Joseph Carlson: UBER will rise

Said on Feb 7, 2025, at 27:54 in the video.

What was said
Joseph Carlson

@josephcarlsonshow

“I think in most cases investors that buy here are going to make money”
Watch at 27:54Why Everyone Is Selling Big Tech
PredictionUBERwill riseChecked at fixed windows, from 30 days to 5 years
What happenedafter 1 year
Incorrect

Entry price (first close after the video)

$78.63

Feb 10, 2025

Price at close

$74.77

Feb 6, 2026

Total return, dividends included

−4.9%

S&P 500 +15.5%

UBER closed at $78.63 on Feb 10, 2025. On Feb 6, 2026 it closed at $74.77, a total return of −4.9% (dividends included). SPY's total return over the same window was +15.5%. The call was that it would rise.

30 days

Incorrect

90 days

Correct

180 days

Correct

1 year

Incorrect

The window it was checked over

UBERWindow checked
$50$60$70$80$90$100$110Aug 2024Dec 2024Apr 2025Aug 2025Dec 2025Apr 2026Said on Feb 7, 2025
$50$60$70$80$90$100$110Aug 2024Mar 2025Sep 2025Apr 2026Said on Feb 7, 2025

UBER closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

Result at every window

All windows are shown, so none is picked
Result at every window
WindowResultAt the startAt the endChangeBenchmark
30 daysR-DIR v4Incorrect$78.63Feb 10, 2025$76.27Mar 7, 2025−3.0%Total return, dividends includedS&P 500 −4.8%
90 daysR-DIR v4Correct$78.63Feb 10, 2025$82.30May 8, 2025+4.7%Total return, dividends includedS&P 500 −6.3%
180 daysR-DIR v4Correct$78.63Feb 10, 2025$89.22Aug 6, 2025+13.5%Total return, dividends includedS&P 500 +5.2%
1 yearR-DIR v4Incorrect$78.63Feb 10, 2025$74.77Feb 6, 2026−4.9%Total return, dividends includedS&P 500 +15.5%
3 yearsR-DIR v4Pending——Feb 7, 2028——
5 yearsR-DIR v4Pending——Feb 6, 2030——
Why: 30 days

UBER closed at $78.63 on Feb 10, 2025. On Mar 7, 2025 it closed at $76.27, a total return of −3.0% (dividends included). SPY's total return over the same window was −4.8%. The call was that it would rise.

Why: 90 days

UBER closed at $78.63 on Feb 10, 2025. On May 8, 2025 it closed at $82.30, a total return of +4.7% (dividends included). SPY's total return over the same window was −6.3%. The call was that it would rise.

Why: 180 days

UBER closed at $78.63 on Feb 10, 2025. On Aug 6, 2025 it closed at $89.22, a total return of +13.5% (dividends included). SPY's total return over the same window was +5.2%. The call was that it would rise.

Why: 1 year

UBER closed at $78.63 on Feb 10, 2025. On Feb 6, 2026 it closed at $74.77, a total return of −4.9% (dividends included). SPY's total return over the same window was +15.5%. The call was that it would rise.

Why: 3 years

Not yet resolved. The window closes Feb 7, 2028.

Why: 5 years

Not yet resolved. The window closes Feb 6, 2030.

What was said around it

work with to make autonomous vehicles successful and profitable and an attempt to circumvent Uber will be very difficult to compete with their scale whether you're a robo taxi or not the story behind Uber is a good one massive Network effects dominant scale combined with a low valuation and if investors can work their way past the threat of Robo taxi an autonomous vehicle the stock will meaningfully move higher so I'm still considering whether or not I should enter into a position whether or not I should follow bill acman into the spy and make some money on Uber I think in most cases investors that buy here are going to make money and I don't say that about every company when Bill acman bought Nike this wasn't one that I was considering buying I never jumped into it I never really wanted to own Nike even though Bill Amman just purchased a big position I like uber stock a lot more than Nike and it's one that I'm still seriously considering that's going to be it for this episode hope you enjoyed see you in the next one

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