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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,

Boomer here looking for a newish stock after my kids regularly use these products. Of these two entrants in categories (which did not exist 20 years ago) which would you recommend for long term growth without gut wrenching volatility? Are there other options you prefer?
Read Answer Asked by Graeme on August 29, 2025
Q: What are your thoughts on Maplebear (Instacart)?
Would you prefer DoorDash?
Or is Uber a better investment?
Read Answer Asked by Dan on January 16, 2025
Q: Hi,

Which one of the three would you expect to bounce back in the short term. Any one of them that you would not invest in?
Regards
Read Answer Asked by Rajiv on November 04, 2024
Q: Hi- could i get your take on UBER earnings ? Was the sell off warranted- would you add to a position at this level. forward P/E of 50 seems a bit rich
Read Answer Asked by Scott on November 01, 2024
Q: Hi 5i
I could not find Maplebear inc in you r data base.... Could you provide any insight/opinion to the following comments by wolfe research and the possibility of a potential acquisition ....

" the stock has rallied 13% so far this year, aided in part by a Wolfe Research analyst call last week that suggested Instacart could be a good acquisition target for Uber. Instacart last week declined to comment on the rumor. "

Thx
Jim
Read Answer Asked by jim on January 29, 2024
Q: It seems the outlook for Uber is changing positively. Although I don't think it can be placed in the same rarefied space as GOOG, AMZN etc in the technology space, do you see it as getting to occupy the same space in the next 5 to 7 years (my time frame before drawing down).
Please briefly give your bull case and bear case for this tech co
Read Answer Asked by Harry on August 31, 2023
Q: Hi 5i team,
It seems the IPO market is in a frenzy these days, with DASH and ABNB, in particular. I always enjoy reading Professor Damodaron, as per your recent blog, and his musings on ABNB. He views fair value at $36B. The IPO was priced at $68, resulting in an initial company value of $47 billion. It opened around $145, about 3 times the Professor’s view of fair value.
Some market analysts view these IPOs as a market top, a view I don’t share. I just think people are crazy to pay these prices to get a pizza delivered to your door.
Thanks again for your thoughts on this frenzy and what it means for the markets, if anything.
Dave
Read Answer Asked by Dave on December 11, 2020
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