The analyst discusses Uber's year-to-date performance, noting a 60% increase. He expresses satisfaction with Uber's stock performance and highlights his consistent recommendation to buy the stock. The video transitions into analyzing Uber's recent quarterly results, underscoring the company's all-time highs in both audience and frequency. The management's strategic decisions, led by CEO Dara Khosrowshahi, are credited with transforming the industry and Uber turning it around from a money losing business into a customer growth company mainly based on convenience, achieving profitability. The video also rates LYFT and GRAB as a buy.