The analysis identifies Uber as a promising stock, citing its revenue growth from $3.8 billion in 2016 to a projected $47.3 billion, a compounded annual growth rate of 34%. The speaker notes Uber's expansion into autonomous delivery and convenience of food delivery and ride-sharing. The return on invested capital is 22.9%, up from -50% in 2019. It notes that consumers are increasingly choosing Uber to avoid the rising costs of car ownership. The undervaluation exists because of fear over driverless technology (Tesla). The speaker estimates intrinsic value at $129.96 against its $97.80 current trading price. The failure bound price is $90.00.