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This dominant platform-compatible company is the utmost importance of Pershing Square, which demonstrates the strong conviction of Bill Ackman.
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Running a scaled mobility service, powered by a network effect, makes this company a partner of choice for companies working on autonomous vehicle technology.
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Even after the enormous increase in stock in 2025, the valuation is compelling.
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10 shares that we like than Uber Technologies ›
The average investor can find lucrative investment ideas by following the experts. Bill Ackman, the billionaire Hedgefonds manager who runs Pershing Square Capital Management, is such a professional. The strategy of his company includes making daring bets on a select number of companies, a focus that rhymes with Warren Buffett’s philosophy.
That is why it is remarkable when a position manages 18.5% of the fund at a market value of $ 2.2 billion (from March 31). This company is the utmost importance for Ackman.
From June 12, this growth means has risen 44% in 2025. Those impressive performance beats the most important indexes with a wide margin. Perhaps it is time for investors to view this company.
The share in which Pershing Square has made a major investment is Uber (NYSE: Uber). When the Hedgefonds bought shares for the first time in January, the share had just come from a disappointing 2024 in which the share price fell 2%. After that kind of disturbing performance, Ackman was still impressed by the strong Van Uber Fundamentals.
Those basic principles are worth emphasizing. Growth is an important part of the Uber story, even if it is a global scale platform. Turnover increased by 14% in Q1 (ending on March 31), powered by gross booking profits with double digits in both mobility and delivery segments. It is encouraging to see that both parts of Uber’s companies register meaningful growth, especially in the uncertain economic environment.
Another positive development is about Uber’s profitability. The company has generated more than $ 1.2 billion in business income in the last three months, which emphasized how financially healthy it has become. For an indication of how much uber has evolved, you understand that the company placed a huge operational loss of $ 1 billion in Q1 2019.
The management team is optimistic. They expect adapted income before interest, taxes, depreciation and amortization (EBITDA)) To rise by a “High 30s% to 40%” annual rate between 2024 and 2027.
Uber’s most determining feature is likely to benefit from a powerful one network effect. As more riders come to the app to book a trip, drivers who want to encourage their income will follow because there is more chance of making money. With this extra capacity, Uber becomes more valuable for riders. It is a positive feedback loop.
