CARFAX gives Mobility Global a credible subscription business. At $17.87, the cash left for shareholders and the valuation investors will pay leave its twelve-month buying advantage unproven; reasonable assumptions can reverse the comparison with SPY.
The AI buildout brings TSMC chip orders. Whether customers can sustain that spending—and whether TSMC's own investment pays off—makes the shareholder case less certain. At $451.05, TSMC has a modest modeled advantage over SPY that weaker earnings or a lower company-specific valuation can reverse.
Uber is keeping more profit from rides and deliveries. We see a case for buying near $70—but only if rising corporate costs leave enough of those gains for shareholders. Driverless cars and a major acquisition add risks that growth alone cannot solve.
Exceptional growth comes with demanding expectations. Customer funding and long-term returns leave us favoring a smaller holding.
Strong cash generation meets weaker profits and unresolved risks. Existing ownership remains reasonable, but we would not add at this price.