Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. What you’ll learn here: 00:00:00 - Intro 00:00:44 - Why Uber’s stock is flat while its operating profits have doubled 00:03:53 - How Uber’s operating margins swung 55 percentage points in under six years 00:05:12 - Why advertising, Uber One, and insurance reform keep pushing margins higher 00:24:09 - What Waymo ending its exclusive deals in Austin and Atlanta really means 00:36:22 - How much of Uber’s profits are genuinely exposed to robotaxis 00:41:28 - Why Uber is racing to sign more than 20 autonomous vehicle partners 00:49:07 - What Uber’s $14.8 billion offer for Delivery Hero actually buys it 00:57:14 - Why Shawn and Daniel are happy to keep owning Uber Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Don't miss out on the value investing event of the Fall: Learn more at https://www.theintrinsicvalueconference.com/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Join a curated group of serious investors focused on intrinsic value, disciplined analysis, and uncovering high-quality stock ideas. https://theinvestorspodcast.com/mastermind Our Sponsors: 📊 Get access to institutional-grade financial data, real-time company KPIs, and modern research tools built for serious fundamental investors. https://fiscal.ai/tivp 🤝 Join top investors for a day of actionable insights, live Q&A, and exclusive networking — More info at: https://www.theintrinsicvalueconference.com/ ▶️ Related Episodes - A Deep Dive on Uber's Playbook: Cash Burner to Compounder?: https://youtu.be/rVv9GkC68II - How This Company Forced Uber to Surrender in Southeast Asia: https://youtu.be/jwXe7ZVHRqk - Lyft ($LYFT): Could Lyft be Worth 3x as Much to Amazon?: https://youtu.be/Iw_TiVqlKPc Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #UberStock #Uber #AutonomousVehicles #ValueInvesting #StockMarketAnalysis