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$LYFT · Is Lyft Stock a Buy After Earnings?
now playing · $LYFT
$LYFT···bullish· high· postravis hoium
Lyft offers asymmetric upside at 1x sales with AV marketplace strategy
Lyft is growing in the teens, generating $1.1B free cash flow, and trading at just 1x sales and 6.9x FCF while executing a $1B buyback. Its autonomous vehicle strategy as a market…
$UBER···bullish· medium· postravis hoium
Uber held as basket play alongside Lyft on autonomous vehicle thesis
Uber is pursuing a similar autonomous vehicle marketplace strategy to Lyft, and the speaker owns both as a basket play to capture value extraction in the AV transition.