Video summary
Calls of the Day: Uber, Adobe, SLB, RTX
Main summary
Key takeaways
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
- Deutsche Bank analyst
- Josh Brown
- Joe Terranova
- Stephanie Link
- TD Cowan
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