
Uber stock has had a lead in mobility and food delivery for years, but the opportunity may be getting bigger. The company could 10x the size of its market with autonomous vehicles, and there's low-hanging fruit in food and goods delivery that could make Uber a 10x stock long-term. This is a stock I own in the Asymmetric portfolio and may buy more in the near future.
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00:00 Comparing Uber to Netflix
00:35 Competition Analysis: Uber vs DoorDash
01:59 Financial Overview and Market Position
02:53 Network Effects and Business Model
05:31 New Retail Partnerships: Best Buy and Dollar Tree
06:56 Future Growth: Autonomous Vehicles
08:23 The Future of Delivery: Robotics
09:59 Long-term Growth Potential
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