Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?
(00:21) Tim Beyers and Dylan Lewis discuss:
- Uber at all-time highs and its ride-hailing dominance.
- Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito.
- Roblox’s return to ... Show More
Yesterday
Dick’s Sporting Goods has a Foot Locker Problem
When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still struggling with the integration. Matt, Rachel, and Tyler take a look at the Dick ... Show More
23m 51s
Aug 24
1 Earnings Report That Could Move the Market
On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Matt, and Rachel also take questions from our mailbag, talking about the physical ... Show More
26m 19s
Oct 2021
Uber: The Undeletable App - [Business Breakdowns, EP. 31]
Today, we’re breaking down Uber. Despite a corporate history that spans just over a decade, the ink spilled on Uber could have its own wing in a library. So rather than record with our typical Breakdown format, we decided to host two portfolio managers and familiar guests on the ... Show More
1 h
Mar 2022
Office Hours: Uber’s Super App Prospects, Private Wealth Managers, and When to Raise Capital
Scott answers a question about whether Uber is an appetizing acquisition target at its current valuation. He then offers advice on when to raise seed funding for your startup, and shares his wealth management journey from self-investing to hiring a professional.
Music: https://ww ... Show More
18m 42s
May 2025
Is Google a Buy? + Is Uber Recession Proof?
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ... Show More
57m 23s
Nov 2022
Prof G Markets: Upheaval at Twitter, Airbnb and Uber Earnings, and the Chinese Markets
This week on Prof G Markets, Scott shares his thoughts on Elon’s proposed changes to Twitter so far and explains why enabling paywalled videos like OnlyFans is a good idea. He then makes the argument for why Airbnb is one of the best-performing companies in the world, and how Ube ... Show More
27m 16s
May 2025
Prof G Markets: Is Google a Buy? + Is Uber Recession Proof?
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ... Show More
57m 51s
Nov 2023
Prof G Markets: OpenAI’s Dev Day, Disney vs. Warner Bros. Discovery, and Uber’s Branding Turnaround
Scott shares his thoughts on Uber’s second consecutive quarter of profitability. He then breaks down why Disney had a better quarter than Warner Bros. Discovery, despite facing the same headwinds. Finally, we hear the latest from OpenAI’s developer event and Sam Altman’s keynote ... Show More
39m 29s