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Campaigns / Pershing Square → Uber Technologies
Pershing Square vs. Uber Technologies

Uber Technologies · UBER

1 deck published between 2025-02-01 and 2025-02-01 — 5 pages, 5 analysed slides total. Outcome: ongoing.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2025-02-01 initial thesis

    2025 02 Pershing Square Uber Technology Pershing Square Uber Presentation Feb 2025

    5pp · full_deck

    Uber is a high-quality, network-effect marketplace trading at 29x due to overblown AV fears; 30%+ EPS growth should more than double the stock in 3-4 years.