Bill Ackman’s Uber Stake: Reddit Mockery vs. Research Fundamentals

A Wall Street Bets meme post suggests Uber short sellers should be wary of Bill Ackman, but comments focus on mocking his past mistakes (e.g., Netflix losses, COVID market positioning) rather than Uber’s fundamentals [0]. No substantive analysis of Uber’s business or financials appears in the post or discussions.

Pershing Square holds a 19.6% portfolio stake in Uber (30.3M shares), making it the fund’s largest position as of 2025 [1]. Ackman expects Uber to grow EPS by over 30% annually, citing strong network effects and cash flow generation [2]. His fund has delivered a 121% net 5-year return and manages $19B in assets under management [1]. Uber has risen over 50% year-to-date in 2025 [2].

Reddit commentary ignores Ackman’s current large stake in Uber and his fund’s recent performance, focusing instead on historical errors. Research underscores Ackman’s long-term commitment to Uber and his track record of strong returns, which may deter short sellers despite Reddit’s mockery.

: Ackman’s influence could amplify positive narratives about Uber or lead to additional stake increases.
: Uber’s YTD growth and Ackman’s bullish thesis align with strong fund performance.
: Overreliance on Ackman’s reputation, potential for Uber to miss EPS growth targets.