- Entry
- $72.23
- Now
- $73.48 +1.7%
- Target
- $120.00
- Score
- —
Uber is the cleanest example I've found of the question value investors actually wrestle with: what do you do when a genuinely great business is trading at a merely *fair* price? Quick context for the setup. Bill Ackman's Pershing Square began building an Uber position in **Q1 2025** — the quarter it first appears in their 13F — accumulating while the stock traded in roughly the **low-$60s to mid-$70s**, then going public on Feb 7, 2025 with a **\~$2.3B stake …
— ORIGINAL POST ·
Uber: the business thesis played out, the stock round-tripped to $75, and the margin of safety mostly closed. Is it a buy here or not?
· r/ValueInvesting
· Jul 2, 2026