The Patient vs The Bold: Terry Smith's Quality Portfolio and Ackman's Uber Bet

Author

Bald Investor
September 15, 2025

While Bill Ackman makes headlines with his massive $2.2 billion Uber bet, legendary British investor Terry Smith continues quietly building wealth through his disciplined "buy good companies, don't overpay, do nothing" philosophy.

Smith's latest 39-stock portfolio offers a masterclass in patient value creation, featuring quality companies like Microsoft and Mastercard that generate consistent returns without the drama.

As Ackman swings for home runs with concentrated bets, Smith's approach proves that steady, methodical investing in exceptional businesses can deliver extraordinary results.

Watch both videos to learn how these contrasting strategies can transform your own investing approach.

Terry Smith Stock Portfolio Deep Dive | 39 Stock Portfolio Revealed

Ever wondered what one of the world's smartest investors is buying and selling? In this deep dive, we analyze Terry Smith's complete US stock portfolio for Q2 2025, breaking down every position from Microsoft to Mastercard, and uncovering the investment strategies that made him legendary.

Discover which companies he's betting on, which ones he's dumping, and how his "buy good companies, don't overpay, do nothing" philosophy plays out in real trades.

Whether you're tracking smart money moves or looking for investment inspiration, this portfolio analysis reveals patterns that could transform your own investing approach.

Bill Ackman’s $2.2 Billion Uber Bet

Bill Ackman just made one of his biggest bets ever, investing over $2.2 billion in Uber and making it his largest position at 18.5% of his portfolio.

He believes Uber is "one of the best managed and highest quality businesses in the world" that can still be purchased at a massive discount to its intrinsic value.

In this video, we'll use our 7-step analysis process to understand why this legendary investor made such a huge commitment to the ride-sharing and delivery giant. We'll examine Uber's financials, growth prospects, and competitive position to see if Ackman's bold move makes sense - and whether we should be following his lead.

Stick around until the end because we'll reveal some hidden value in this company that most investors are missing.

Get even more value from Bald Investor

Save money with these deals!

👉 SHARESIGHT (4 Months FREE)

👉 SEEKING ALPHA ($30 OFF)

👉 ALPHA PICKS ($50 OFF)

👉 FORECASTER (10% OFF with code: Bald10)

👉 FISCAL.AI (15% OFF)