Uber: Weak Marginal Profits and Didi's Assualt on Latin America
In LYFT: Wouldn't It Be Ironic if This Was an IPO to Rent but Not Own? we noted our scepticism for the business models of ride sharing companies...
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Uber Pre-IPO - What Lyft Lacks in Scale It Makes up for in Growth; the Fight for Drivers Continues
Uber Technologies (0084207D US) aims to raise US$10bn+ in its US IPO at a US$100bn valuation, as per media reports. I've covered some of the...
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SoftBank Group: Uber IPO a Welcome Shot in the Arm
Uber Technologies (0084207D US) as kicked off its IPO by posting its S-1 filing last Thursday. Softbank Group (9984 JP), through the SoftBank...
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Uber Pre-IPO - Big on Ambition, Low on Disclosures
Uber Technologies (0084207D US) aims to raise US$10bn+ in its US IPO at a US$100bn valuation, as per media reports.I used the Uber and Uber Eats a...
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Lyft IPO: Valuation Analysis (Prudent Investment or Quasi-Gambling?)
Our base case forecast is Case 2 (among three scenarios analysis), which suggests an implied market cap of $21 billion or $75 per share. Given that...
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