Bill Ackman
speaker
619 appearances
1 recordings
1 series
first heard Aug 2026
last heard 5 Aug
Bill Ackman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
But we try to find businesses that we can predict with a very high degree of confidence what they're going to look like over time.
That becomes increasingly difficult when there's major technological change.
But certain businesses have kind of a market position where we think it's very difficult to be disrupted.
So Uber is kind of an amazing business.
If you look at the cash flow metrics, the growth, the earnings trajectory, the revenue growth,
I would say even the mind share, right?
Uber, when a company becomes a verb, that's a pretty good sign that it's in a very kind of dominant position.
But Uber stock is extremely cheap for a business of this quality.
Why?
Because people are nervous that Tesla, the Tesla taxi, if you will, is going to completely take over sort of the autonomous vehicle and the entire market for mobility.
Uber's both a mobility company and also a food delivery business.
They're just closing a
a transaction now that's going to make them even a more dominant company in that kind of space.
But if you just focus on, you know, our view is that you're going to want to go to your Uber app to decide how you get from one place to another, as opposed to your Tesla app or your Waymo app or your other self-driving company app, you know, to find a ride.
You want to ride in the shortest period of time at the lowest cost.
And you want a brand that you can trust.
You don't want to have to put all your information in a bunch of different sites and scroll through them.
So we think their position is very, very strong.
We want to own a business at a price that meaningfully discounts the future.
Microsoft, Meta, Amazon, Ubers of the world are cheap today because the eyes are drawn to Micron or some of the semiconductor companies.
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