What Makes Uber Technologies (UBER) a Great Business to Invest in?
In its second quarter 2025 investor letter, Brasada Capital Management highlighted stocks such as Uber Technologies, Inc. (NYSE:UBER). Uber Technologies, Inc. (NYSE:UBER) develops and operates proprietary technology applications that operate through Mobility, Delivery, and Freight segments. The one-month return of Uber Technologies, Inc. (NYSE:UBER) was 12.07%, and its shares gained 31.95% of their value over the last 52 weeks. On July 11, 2025, Uber Technologies, Inc. (NYSE:UBER) stock closed at $95.39 per share, with a market capitalization of $199.48 billion.
Brasada Capital Management stated the following regarding Uber Technologies, Inc. (NYSE:UBER) in its second quarter 2025 investor letter:
"The best way to demonstrate this is with examples. We want to highlight two recent purchases where we think great businesses were undeservingly sold off by the market due to short-term fears. The first is West Pharmaceutical Services (Ticker: WST), which we purchased through our Friedberg Focused Equity and GCI Select Equity strategies. The second is Uber Technologies, Inc. (NYSE:UBER), which we purchased through our Brasada Equity and GCI Select Equity strategies.
A close up view of a hand holding a smartphone, using a ride sharing app.
Uber Technologies, Inc. (NYSE:UBER) is in 10th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 145 hedge fund portfolios held Uber Technologies, Inc. (NYSE:UBER) at the end of the first quarter, which was 166 in the previous quarter. While we acknowledge the potential of UBER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Uber Technologies, Inc. (NYSE:UBER) and shared the list of stocks on Jim Cramer's radar. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
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Newsweek
24 minutes ago
- Newsweek
Trump is Undoing Climate Action. Can Clean Energy Investments Survive?
Based on facts, either observed and verified firsthand by the reporter, or reported and verified from knowledgeable sources. Newsweek AI is in beta. Translations may contain inaccuracies—please refer to the original content. You've probably heard of the old curse that goes, "May you live in interesting times." These are certainly interesting times for those in the clean tech and climate solutions sectors. With the passage of his "big beautiful" bill this month, President Donald Trump has eliminated many of the federal government incentives that had triggered hundreds of billions of dollars of investments in clean energy, batteries, EVs and other climate solutions over the past three years. The Trump administration has pulled the U.S. out of international climate agreements and scrapped regulations on emissions from autos and the power sector in an attempt to steer the energy economy back to reliance on fossil fuels. But the whiplash-inducing U-turn on energy policy in the U.S. is starkly at odds with signals from the broader energy market. In the U.S., renewable energy now accounts for about 90 percent of the new electricity capacity being added to the grid as wind, solar and batteries have become the cheapest and fastest sources of new power. In the series "Climate Investing in a Volatile Climate" we'll hear from leading climate tech investors about how they are navigating the rapid shifts in U.S. policy and the energy markets. In the series "Climate Investing in a Volatile Climate" we'll hear from leading climate tech investors about how they are navigating the rapid shifts in U.S. policy and the energy markets. Photo-illustration by Newsweek/Getty/Canva Globally, the International Energy Agency reported that the capital flowing into low-carbon energy sources this year is roughly twice that going into fossil fuel development, raising the specter that the U.S. is turning its back on one of the world's fastest-growing new industries. Add to all that the impacts of tariffs and trade wars, and you have a period of unparalleled uncertainty for clean tech companies and the investors who back them. Interesting times indeed. Better Planet asked some leading clean tech and climate solutions investors how they are making sense of this shifting landscape and what they see ahead for a series we're calling "Climate Investing in a Volatile Climate." In this first installment, we'll hear from Johanna Wolfson, co-founder and general partner at Azolla Ventures, a climate-focused venture capital fund, and Peter Davidson, founder and CEO at Aligned Climate Capital, an asset management company focused on companies that reduce greenhouse gas emissions. Both Wolfson and Davidson told Newsweek that Trump's sudden policy shifts on energy will slow, but not stop investment, and both predicted that the strong economic arguments for clean tech will still attract capital. "We are seeing signs of a coming pull back from other venture capital firms in clean tech," Wolfson said. Climate investing won't dry up altogether, she said, but newer companies and emerging technologies with higher risk will likely find it harder to attract capital. Her advice to clean tech companies: "Hunker down, do the work, build the solutions, and be ready," she said. Davidson said that even before the Republican-led Congress voted to phase out clean energy tax credits, the atmosphere of uncertainty was already causing companies to cancel or scale back some announced projects. "You can get depressed about that or you can continue the fight," Davidson said. Despite political headwinds, he said, market forces are working in favor of clean energy. "It's gotten complicated because you have to avoid things that are reliant on federal tax policy," Davidson said. "But there are plenty of companies out there, many projects out there, that we think are still highly investable and can earn a very good return." 'It's a Big World' for Climate Investors Wolfson described Azolla Ventures as a "catalytic capital" firm that invests in early-stage climate technologies, using capital sourced mainly from tax-exempt foundations and donor-advised funds. This allows Azolla to prioritize positive climate impact when deciding what companies to back. 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Wolfson said some clean energy sources are still well-positioned to benefit under Trump policy, such as new nuclear technology and geothermal energy, which she expects to grow rapidly as major tech companies race to procure steady power for AI data centers. However, she said that as U.S. leadership retreats from climate action, much of the rest of the world is moving ahead, and investment dollars are likely to follow. "It's a big world," Wolfson said. Some companies Azolla works with are now looking to pilot new projects outside of the U.S., and her firm is supporting them to integrate into other markets. "We should go to where the early adopters are, and if that continues to shift, then those companies should shift with it." Overall, Wolfson said, she is "deeply concerned" about the lack of global progress on climate goals. That makes Azolla more interested in early-stage support for "big swing" technologies that have potential for large-scale emissions cuts. "They're going to have to shoulder more of the emissions avoided since we're not keeping track with the desired reduction," she said. Azolla is also looking at more investment in adaptation and resilience solutions to help society better deal with climate change impacts that are happening now. "They're going to accelerate," she said of climate-driven extreme weather events. "We've essentially baked that in." An Energy Policy 'Reckoning is Coming' Before launching Aligned Climate Capital, Peter Davidson had worked on funding energy projects in the Department of Energy (DOE), where he directed the DOE's Loan Programs Office under President Barack Obama and Energy Secretary Ernest Moniz. That long history with the public and private sectors informs his view of what Trump 2.0 means for clean tech investment. "We've seen this movie before, because we were in this business during Trump One," Davidson said. 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Yahoo
26 minutes ago
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June inflation expected to show tariff-driven uptick as Trump escalates trade threats
June's Consumer Price Index (CPI) is expected to show prices rose at a faster clip compared to May. The report, due Tuesday at 8:30 a.m. ET, comes as investors closely monitor whether President Trump's tariffs are starting to filter through to what consumers pay, even as inflation data has so far remained more resilient than expected. According to Bloomberg data, headline CPI is expected to have increased 2.6% year over year in June, up from a 2.4% rise in May. On a monthly basis, prices are forecast to climb 0.3%, marking an acceleration from the 0.1% gain the prior month. On a "core" basis, which strips out volatile food and energy prices, the annual inflation rate for June is expected to come in at 2.9%, a slight pickup from May's 2.8%. Core prices are also projected to climb 0.3% month over month, outpacing the previous 0.1% rise seen in May. In May, falling car and apparel prices, categories seen as early indicators of tariff impacts, contributed to a cooler-than-expected core CPI reading. But economists expect those trends to reverse in June, potentially pushing core inflation higher. Read more: How to protect your savings against inflation The report lands amid renewed trade tensions between the US and other countries. President Trump has unveiled new letters to over 20 countries outlining tariffs ranging from 20% to 50%, including a 35% duty on Canadian goods and 30% tariffs on imports from Mexico and the European Union. He has also floated sweeping 15% to 20% tariffs on most trading partners. The EU, in response, is scrambling to negotiate while preparing potential countermeasures. The back-and-forth raises fresh questions about the Federal Reserve's rate-cutting path. Markets still expect the central bank to hold rates steady at its policy meeting in two weeks, largely due to uncertainties on how tariffs will trickle through to prices. "The June CPI report is likely to show inflation beginning to strengthen again, albeit not enough to alarm Fed officials at this juncture," Wells Fargo economist Sarah House wrote in a note. "The next three months will mark a key stretch of inflation data," she added, noting that while inventory front-running has so far limited price hikes, "it will become increasingly difficult for businesses to absorb higher import duties as pre-tariff stockpiles dwindle." Wells Fargo expects core goods prices to continue rising in the second half of the year as those buffers wear off, although House noted the pass-through to consumers may be limited: "Amid a softer labor market and services inflation dissipating a bit more, the pickup in core inflation stemming from tariffs is likely to look more like a bump than a spike." Bank of America economists Stephen Juneau and Jeseo Park also expect core CPI inflation to accelerate, driven by a rebound in used car prices and broad-based hikes likely linked to tariffs. On the services side, they see inflation firming due to rising medical costs, travel-related prices, and stronger shelter price increases. And Goldman Sachs echoed similar concerns, writing, "Going forward, tariffs will likely provide a somewhat larger boost to monthly inflation," while projecting core CPI gains of 0.3% to 0.4% in the coming months. The firm expects a sharp pickup in core goods inflation but sees only limited effects on services. Still, Goldman anticipates inflation pressures to ease later this year as housing and labor market dynamics cool. Allie Canal is a Senior Reporter at Yahoo Finance. Follow her on X @allie_canal, LinkedIn, and email her at 登入存取你的投資組合
Yahoo
29 minutes ago
- Yahoo
Why Wall Street keeps shaking off tariff headlines
US stocks (^DJI, ^GSPC, ^IXIC) are little changed despite looming uncertainty about President Trump's tariff policies. Yahoo Finance Markets Reporter Josh Schafer outlines what analysts are saying about the market's resiliency. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts here. US stocks keeping losses in check this morning, even after President Trump threatened higher tariffs on Mexico and the EU over the weekend. What is driving investors' resilience toward trade policy? Morgan Stanley's Mike Wilson has one theory and joining me now to explain that theory is markets reporter Josh Shafer. So, uh, Wilson always provocative. So, what does he thinks going on here? Yes. Yeah, so, so this was an interesting analysis from Mike because he he sort of gave the caveat that perhaps there's some element of the quote-unquote taco trade, right? That Trump always chickens out, and that's sort of the prevailing take right now would be, "Well, Trump keeps escalating these tariffs and then dialing them back down." Maybe markets just doesn't believe that we're going to be at these tariff rates, right? But he also sort of took a closer look, truly. And he had a really interesting chart in here that had a little bit too much going on for me to pull up. So I'm going to give you the the TLDR on it. But he looked at different sectors that are exposed to different countries. And what his takeaway was, was really the tariff story should probably be all about China. So he looked at sub-sectors. Eight sub-sectors, including large ones like technology and semiconductors, would be heavily exposed to tariffs on China, where they would not be nearly as exposed is tariffs on Mexico, tariffs on the European Union, and a lot of the other tariffs we've been hearing about over the last week. So Wilson sort of arguing that for the market and the broad market, what would matter most is simply what the ultimate result is of the trade war with China, because those are going to be what impacts the big tech companies the most. And as we talk about seemingly all the time on this show, what matters to the market the most is likely what happens to Big Tech, right? And sort of what happens to those companies, and how tariffs could impact them. So maybe it's just a little bit more about China and not as much. Yeah. Mexico. That's interesting. So, so that implies then if we get more negative headlines on China, maybe that would have a larger… I guess that would be the test of his theory. If we get more negative uh headlines on China, would that have a more negative um impact on the market? You know, we've also been hearing a lot of strategists talk about a couple of other threads. One is the reaction to the tax and spending bill which um, on balance, actually the positive reaction to it has been a little bit surprising to me given that it's mostly just an extension of existing tax, uh tax cuts. But there's also been talk about the depreciation. In other words, there is a measure in there that could lead to more spending on the part of companies. It makes it more tax advantageous for them to do so. So there is does also seem to be this view among strategists that there it is more stimulative than had been expected and helps offset some of the cost of the tariffs. For, for sure. You have A, the tax bill. And then B, I mean, we'll get more info on this over the next three weeks, right? But largely, strategists still feel pretty good about earnings too, right? You, you haven't seen clear enough impacts from tariffs for a lot of these strategists to just simply mark down their earnings estimates at this point. Again, we will certainly know a lot more over the next four weeks of whether they've been right to sort of be steadfast, but earnings revisions have, after coming down significantly in April, have been coming up and sort of backing that part of the rally. And so when you add that into it, it's like, well, why do we talk about tariffs? We talk about tariffs because we're curious if they're eventually going to hurt corporate profits, right? And so right now if our thesis is the current tariffs are not going to significantly impact, broadly, broadly speaking, corporate profits, then why would I be selling stocks? And so that's what the market believes, at least today. But maybe the data gets worse, and everything spirals, right? Right. Right. And it would pay to pay attention to those stocks where it would have more of a direct effect, which have seen more of a, of a hit. Yeah. Retail stocks still aren't doing well. Right. Exactly. Right. All right. Thanks, Josh. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
