Lyft: Can a Short Stampede Into the Latest Unicorn IPO Give This Stock an Uber-Squeezy Lyft?
In Uber: Weak Marginal Profits and Didi's Assualt on Latin America we offhandedly suggested that Lyft Inc (LYFT US) could be tactically interesting...
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Uber: Lyft 1Q Sheds No Positive Light on Upcoming IPO
After the close on the 7th US time Lyft Inc (LYFT US) announced its 1Q numbers, emphasising 95% YoY revenue growth and broad YoY improvements in...
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Narrow-Moat Uber's IPO Looks Attractive to Us
We still value the company at $110 billion, or $58 per share, as Uber Eats is outperforming our expectations. Uber Technologies (0084207D US)' Moat...
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Bits and Bytes: A Primer on OYO Rooms & Its Significance to Airbnb.
Airbnb Inc (9865065Z US)'s diversification into the "complete travel experience" play. Makes a strategic investment in OYO Rooms. Is it...
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Uber IPO Valuation: A DCF and EV Analysis
Uber has released its pricing range of 44-50 USD per share implying a market cap of $74 bn- 84bn USD, down from initial estimates of 100bn USD...
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