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Лучшие сигналы
Лента
09:12
26 авг
26 авг
Lyft is named alongside Uber as being allowed back on Market Street, and the author's argument that car access supports foot traffic and retail implies continued reopening of the corridor benefits rid
Lyft is named alongside Uber as being allowed back on Market Street, and the author's argument that car access supports foot traffic and retail implies continued reopening of the corridor benefits ride-hail operators.
Risk: Policy uncertainty remains, and autonomous competition from Waymo could pressure Lyft's market position over time.
14:26
22 авг
22 авг
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics.
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics, AI enablers/beneficiaries, and fintech, framing them as high-conviction forecasts but without explicit position language, so all tickers are indexed as watch.
22:22
16 авг
16 авг
Author argues Lyft has superior year-over-year financial growth and asymmetric upside versus.
Author argues Lyft has superior year-over-year financial growth and asymmetric upside versus Uber, setting a $30 price target while calling Uber a good but less compelling investment.
Низ.
15:01
13 авг
13 авг
The author questions whether gig economy workers like Uber and Lyft drivers distort.
The author questions whether gig economy workers like Uber and Lyft drivers distort unemployment claims data, raising a macro labor market concern without taking a directional position.
15:36
11 авг
11 авг
Author details a full portfolio framework with long-term and short-term buckets.
Author details a full portfolio framework with long-term and short-term buckets, explicitly stating he
20:48
08 авг
08 авг
Jason predicts autonomous ride-sharing demand stays high with premium pricing initially.
Jason predicts autonomous ride-sharing demand stays high with premium pricing initially, costs dropping 50-70% later, driving 30x industry growth in a decade.
16:26
07 авг
07 авг
Lyft rides growing, massive market opportunity.
Lyft reported its highest active rider quarter and highest bookings ever, growing above 20%. With 160 billion car rides taken annually in the US versus Lyft's expected 1 billion rides this year, the company sees a massive untapped addressable market and is investing for huge future growth, supporting a bullish outlook.
Сред.
01:55
07 авг
07 авг
Lyft reported second-quarter bookings that beat expectations.
Lyft reported second-quarter bookings that beat expectations, citing strong demand for premium rides and growth in its acquired European business.
23:43
06 авг
06 авг
Lyft bookings climb but growth to moderate
Reports Lyft bookings increased but management expects growth to moderate.
Низ.
20:33
06 авг
06 авг
Airbnb raised its full-year revenue outlook on strong travel demand while Lyft beat bookings.
Airbnb raised its full-year revenue outlook on strong travel demand while Lyft beat bookings expectations, but Sandisk, Western Digital, and Peloton fell on disappointing guidance ahead of the U.S. employment report.
20:10
06 авг
06 авг
Lyft reports strong second quarter results with gross bookings up 23 percent and record active.
Lyft reports strong second quarter results with gross bookings up 23 percent and record active riders surpassing 30 million globally.
20:08
06 авг
06 авг
Lyft reported Q2 revenue of 1.84 billion dollars beating estimates with adjusted EBITDA.
Lyft reported Q2 revenue of 1.84 billion dollars beating estimates with adjusted EBITDA and gross bookings also exceeding expectations.
20:08
06 авг
06 авг
Lyft guides third quarter gross bookings and adjusted EBITDA within ranges that bracket analyst.
Lyft guides third quarter gross bookings and adjusted EBITDA within ranges that bracket analyst consensus estimates.
19:49
06 авг
06 авг
LYFT financials outpace UBER, stock hasn't moved
Buy LYFT as gross profit, net income, and total revenue have all grown faster than UBER's on a YoY percentage basis since 2023, yet LYFT's stock has returned 0% vs. UBER's 240% — a valuation disconnect that should close as the market recognizes LYFT's improving profitability path.
Сред.
13:52
05 авг
05 авг
Notes massive growth in marketplace advertising
Notes the massive growth of advertising businesses within marketplace platforms, requesting revenue comparisons across major players.
Низ.
18:25
28 июл
28 июл
Jason shares a link about Uber and Lyft testing Baidu's RT6 Robotaxi in London.
Jason shares a link about Uber and Lyft testing Baidu's RT6 Robotaxi in London, but provides no personal position or directional view on any ticker.
Низ.
15:01
28 июл
28 июл
Speaker favors LYFT over UBER at $15, predicting 100%+ upside for both.
Speaker favors LYFT over UBER at $15, predicting 100%+ upside for both; specific prices and relative preference stated, no explicit position language per speaker note.
Сред.
14:30
28 июл
28 июл
Jason notes Baidu and Chinese EV makers have a strong chance to become the top global autonomy.
Jason notes Baidu and Chinese EV makers have a strong chance to become the top global autonomy player, but this is a factual prediction without an explicit position or trade call.
Низ.
12:10
27 июл
27 июл
Buy LYFT due to revenue/profit growth not reflected in price.
Buy LYFT due to revenue/profit growth not reflected in price, with insider buying by US president as catalyst.
Сред.
20:38
24 июл
24 июл
Watch LYFT alongside UBER; same autonomous compression risk.
Watch LYFT alongside UBER; same autonomous compression risk, short-term negligible but long-term threat from lower-cost AVs.
Сред.
07:42
23 июл
23 июл
Watch LYFT as it faces higher risk from Tesla’s Robotaxi strategy due to narrower.
Watch LYFT as it faces higher risk from Tesla’s Robotaxi strategy due to narrower diversification; negative read-through.
Сред.
14:43
22 июл
22 июл
Implied buy of beaten-down ride-hailing/EV-adjacent LYFT on contrarian thesis.
Implied buy of beaten-down ride-hailing/EV-adjacent LYFT on contrarian thesis, with crowd ignoring positive fundamentals.
Сред.
23:55
20 июл
20 июл
Lyft buy at $15 level
Lyft has turned a corner with growing gross bookings, revenue, and over a billion dollars in free cash flow. CEO David Risher is doing a good job, and $15 is a good level to start a position.
Сред.
12:02
16 июл
16 июл
Lyft and Curb expand their partnership to include service in New York City according.
Lyft and Curb expand their partnership to include service in New York City according to the announcement.
14:40
13 июл
13 июл
Author views EV names as massively undervalued due to sector rotation away from EVs toward AI.
Author views EV names as massively undervalued due to sector rotation away from EVs toward AI; expects mean-reversion as investor attention cycles back; recommendation language without confirmed position disclosure per speaker note.
Сред.
06:11
13 июл
13 июл
Regulatory and union pressures will slow autonomous vehicle rollout.
Regulatory and union pressures will slow autonomous vehicle rollout, creating headwinds for ride-hailing and delivery platforms. No explicit trade recommendation.
Сред.
18:37
05 июл
05 июл
Author cites improving financials, management change, cost discipline, AV platform pivot.
Author cites improving financials, management change, cost discipline, AV platform pivot, and a stark valuation/return gap vs. UBER as catalysts for LYFT re-rating; technical bottom also cited.
Сред.
18:08
03 июл
03 июл
Author recommends LYFT based on improving financials, a clear AV strategy.
Author recommends LYFT based on improving financials, a clear AV strategy, and divergence from UBER's price performance despite similar fundamentals.
Сред.
21:13
01 июл
01 июл
Author expresses confidence that Trump's purchased stocks will rise in months and states they.
Author expresses confidence that Trump's purchased stocks will rise in months and states they are already positioned in most, making these long holdings.
00:20
20 июн
20 июн
Небольшая спекулятивная корзина «недооцененных активов».
Небольшая спекулятивная корзина «недооцененных активов», удерживаемая в рамках распределения ~5% на криптовалюты/прочие инструменты; автор характеризует их как недооцененные, но не приводит никаких конкретных катализаторов, кроме общего восстановления настроений.
Сред.
Об аналитическом покрытии LYFT
Buzzberg отслеживает LYFT (Lyft, Inc.) в 15 источниках. Бычьих сигналов: 13, медвежьих: 1, от 23 аналитиков. Сентимент преимущественно бычий (20%). Всего отслеживается 60 торговых идей. Последние спикеры: Noah Smith, __con_, ces921.