Summary of Calls of the Day: Uber, Adobe, SLB, RTX

Deutsche Bank has added Uber and Adobe to its fresh money list, with Uber being highlighted as a best-in-class market leader with significant profit potential and growing membership base through programs like Uber 1. The concern about classifying drivers as gig workers is addressed, with the belief that regulatory concerns will not hinder the company's growth. Uber's profitability and potential for growth are emphasized, with the stock expected to regain profitability. SLB is mentioned as a top pick by UBS, with strong growth potential and hidden technology play. RTX is named a top pick in the Aerospace ETF ITA, emphasizing the importance of defense investments in the current geopolitical climate.

Presenters

Notable Quotes

— 00:24 — « This is the best-in-class market leader across several categories with large Tams growing adjacencies high margin new revenue streams and growing membership base. »
— 00:56 — « Thats up from 177% 2 years ago. »
— 01:14 — « Gam set match point because its much more efficient than paid channels advertising to try to get new users. »
— 02:56 — « The stock will regain profitability once again. »
— 03:20 — « Josh has wonderfully described the environment and the opportunities as it relates to the total addressable market. »

Category

Business and Finance

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