Thank you mate! I've been doing these calculations for so long that it's just a little bit of extra work to upload them as well so I'm glad it can help! :)
Great analysis. Totally agree with the valuations and if anything think there is more upside to the base case towards $130. Uber is currently out of favour but the numbers are still the numbers!
I actually personally put the fair value for base case around $114-115 myself, with inclusion of possible (and real) AV tailwind (hope I mentioned it in the text). $106 was the hard maths (of a still conservative model) so went for that as the "official" number.
Great post mate! Really like the DCF Friday concept!
It's a great way for me to get a feeling for valuations on companies I'm not very familiar with.
Keep it going!
Thank you mate! I've been doing these calculations for so long that it's just a little bit of extra work to upload them as well so I'm glad it can help! :)
Great post, HM! Thanks for sharing.
Thank you Jimmy, appreciate your kind words! :)
Great analysis. Totally agree with the valuations and if anything think there is more upside to the base case towards $130. Uber is currently out of favour but the numbers are still the numbers!
I actually personally put the fair value for base case around $114-115 myself, with inclusion of possible (and real) AV tailwind (hope I mentioned it in the text). $106 was the hard maths (of a still conservative model) so went for that as the "official" number.
Thank you and appreciate the comment! :)