This analysis focuses on Uber's fundamentals and potential. It notes that Uber is trading at a low multiple, 17 times cash flow, and highlights the company's changing business models as a positive factor. It references the most recent earnings with an 18% revenue increase and how there is a massive ramp up in adjusted EBITDA and mentions delivery up 20%. It mentions the 3 main business models to explain what autonomous vehicles are and how that affects the company, they plan to use 50% of their free cash flow to buy back stock. The analysis suggests a possible near-term target of $100, with a growth rate for the near future of 20% which may change his previous thesis.