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05/01/2023
05/16/2021
11/09/2019
05/09/2019

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IDEA
AUTHOR
PUBLISH DATE
KEYWORDS IN DESCRIPTION
ALPHABET INC GOOGL
09/16/2024
...us—much more than just a better version of Uber/Lyft/DoorDash.
AUTHOR
SUBJECT
THREAD
...er rides.  In NYC, 2/3 of public rides are Ubers/Lyft, vs.
...ra Brands, Inc. Consumer Staples $28.97 41 $31.63 LYFT Lyft, Inc.
...for understating peak-trough dynamics in the U.S. Lyft has publicly said that over the course of a week, the peak-trough spread is 10x....ly measure this dynamic. See the below chart from Lyft that highlights demand variability.
...cquisition Limited Materials $10.20 61 65% $11.43 LYFT Lyft, Inc.
...U Kaiser Aluminum Corporation Materials $87.36 26 LYFT Lyft, Inc.
...o Devices, Inc. Information Technology $158.01 -2 LYFT Lyft, Inc.
...XPI eXp World Holdings, Inc. Real Estate $11.05 6 LYFT Lyft, Inc.
zach721
5/25/24
Lululemon LULU S
...oration Information Technology $779.06 19 $810.66 LYFT Lyft, Inc.
...al efficiency. Many of our global (snap, Expedia, Lyft) and China peers (JD) have done it, as you noted.
...Inc. Information Technology $159.67 2 14% $160.25 LYFT Lyft, Inc.
...Black & Decker, Inc. Industrials $91.87 -2 $91.52 LYFT Lyft, Inc.
...m/idea/ROKU_INC/9026656320 From 4.75 years ago: \"Lyft common stock, at around $54, has a decent chance of beating the market over the next several years.