Deborah Johnson 0.5 2 ideas

Head of Transit System, Denver (RTD)
After 1 day
N/A
2/15 min ideas
After 1 week
N/A
2/15 min ideas
After 1 month
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2/15 min ideas
2 winning  /  0 losing  ·  2 positions (30d)
Net: +8.5%
By sector
Stock
2 ideas +8.5%
Top tickers (by frequency)
LYFT 1 ideas
100% W +5.8%
UBER 1 ideas
100% W +11.1%
Best and worst calls
New York City Mayor (quoted) notes public transit is "increasingly becoming out of reach" and is the "slowest in America." Glazer notes we are paying "way, way too much." When public infrastructure becomes prohibitively expensive and inefficient (slow), consumer demand shifts to private substitutes. If cities cannot afford to expand bus fleets due to $1M+ price tags, ride-share networks absorb the excess demand for mobility. LONG UBER / LYFT as the private sector beneficiaries of public transit inefficiency. Cities successfully implement price caps or standardization, improving public transit competitiveness.
UBER LYFT Bloomberg Markets Feb 15, 13:01
Head of Transit System,...
Deborah Johnson (Head of Transit System, Denver (RTD)) | 2 trade ideas tracked | LYFT, UBER | YouTube | Buzzberg