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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Uber IPO Preview: Surge Pricing
Uber has filed its S1 prospectus in order to raise a reported $10bn with an estimated valuation of $100bn. We note the following key pointsIntro to...
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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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Lyft IPO: Key Takeaways from In-Depth Interviews with Drivers
In-depth interviews with two full-time drivers reveal that Lyft Inc (0812823D US) has disrupted the incumbent Yellow Cab in NY City due to better...
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We Foresee a Ride-Sharing Lyft-Off Toward a Narrow Moat Rating
Upside to its latest post-funding valuation makes this U.S. ride-sharing leader an interesting name to watch. Lyft Inc (0812823D US) Set to Take a...
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