Is $UBER the Next Big Winner in the Gig Economy?
Is $UBER the Next Big Winner in the Gig Economy?
People are talking about buying now as part of a broader call on the multi-trillion gig economy opportunity. The thesis is that ridesharing, delivery, freight, and other services are still huge markets and has the scale to own way more than just cars. Sure, profit visibility isn’t perfect and margins can swing, but what makes this interesting is how UBER keeps layering on revenue streams. Delivery and freight are big chunks, and if they ever get margins up closer to rideshare levels, this thing could re-rate. That said, it’s not a no-brainer. This is still a story stock until we get consistent free cash flow and margin expansion. The valuation isn’t cheap, so you’re buying growth and optionality, not a discount. If you’re in it for the long haul and can stomach some volatility, there’s a real world play here on how people move stuff and themselves. Just don’t treat it like a safe yield or steady dividend, this one’s about growth and execution. So what’s your angle, long-term builder, dip buyer, or sitting tight till we see real profit momentum?
i've been watching Uber for a while and their move into delivery really helped them scale. it is interesting to see if they can finally make the margins work across the whole platform.