Selected Reads

Smartkarma

Equity Bottom-Up

Warning: This might be the most terrible writeup out there, and there are tons of confirmation bias, but I just can’t help myself to write this up. To summarize below,...<a target="_blank" href="https://www.valueinvestorsclub.com/idea/LYFT_INC/8370039918">Read the article on Value Investor Club »</a>

Morningstar

Morningstar, Inc.

Lyft reported its first quarterly results as a public company with revenue and operating loss that beat Street expectations mainly due to improvement in user monetization, in addition to some early signs of operating leverage. Lyft also announced it will begin working with Alphabet’s Waymo to make Waymo’s self-driving cars available on its platform. Strong growth in the firm’s number of riders plus growth in user monetization display the firm’s network effect moat source and supports our narrow…

United States

Lyft, Inc. provides online ridesharing services. The Company offers ride booking, payment processing, and car transportation services. Lyft serves customers in the United States.

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