Global platform providing ride-hailing, food delivery, and freight logistics services.Yahoo Finance ↗uber.com ↗
4 takes · first discussed Aug 23, 2024 · last Jun 28, 2025 · 1 stance reversal
Every call, plotted at the price the day they made it.
Jason views Uber as the 'anti-tariff stock' that benefits from the current trade war environment, unaffected by tariffs, and is personally long with a specific price target of $88.
Sacks argues that acquiring Expedia would be value-destructive for Uber because Uber users want transactional efficiency, not cross-sold travel products, making the synergy thesis an MBA fantasy that doesn't reflect product reality.
Friedberg briefly notes Uber hitting a new all-time high, implying strong momentum and suggesting he no longer needs to work.
The hosts lean broadly bullish on Uber's stock trajectory, with Jason explicitly going long with an $88 price target — a level Friedberg later noted Uber surpassed, hitting a new all-time high. Sacks also acknowledged significant stock appreciation in mid-2024, though his overall stance is mixed: he raised a medium-conviction bear case against any Expedia acquisition, arguing that cross-selling travel products would add app clutter and destroy value because Uber customers prioritize transactional efficiency, not bundled offerings. The clearest point of agreement is on price momentum, while Sacks's acquisition-specific skepticism stands as the lone structural concern voiced among the group.
Jason views Uber as the 'anti-tariff stock' that benefits from the current trade war environment, unaffected by tariffs, and is personally long with a specific price target of $88.
All that matters to me is that Uber is the anti-tariff stock. It just does great. It's not impacted by tariffs.”3:02
Sacks argues that acquiring Expedia would be value-destructive for Uber because Uber users want transactional efficiency, not cross-sold travel products, making the synergy thesis an MBA fantasy that doesn't reflect product reality.
I don't think Uber customers want to be cross-sold on booking a hotel... I'm never going to think to go on my Uber app for that... The more Uber tries to promote some unrelated product... it's clutter in the app.”36:08