Entry16.4→Now17.25
LYFT better and to double Open original source
LYFT Lyft, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
19:25
Oct 12
Oct 12
Monetary Matters
Second to Uber, quarter valuation.
ValueWorks is long Lyft, which is second to Uber but trades at roughly a quarter of Uber's valuation. Rideshare is a growing secular business, and Lyft has consistently grown and been cash flow positive. The market wrongly treats it as a winner-take-all business; marginal costs (drivers) do not fall with scale, and Lyft has enough scale. Driverless technology will be ubiquitous and available to incumbent apps, so the distribution/user base remains the key advantage. Investor fatigue has depressed the stock, but it could double or triple over two to five years.
LYFT
Lyft, Inc.
Long
1ST
Position: Holding
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16:41
Sep 19
Sep 19
Bloomberg Markets
NYC enforcement raises Uber, Lyft regulatory risk.
The gig sector is causing harm to consumers and workers, with algorithmic pricing and compensation producing different prices and earnings for similar rides. New York City is building a data-science enforcement bureau and will pursue rulemakings and enforcement against these practices, creating meaningful regulatory risk for Uber and Lyft.
LYFT
Lyft, Inc.
Avoid
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About LYFT Investor Commentary
Across the available history and selected sources, Buzzberg tracks LYFT (Lyft, Inc.) across 26 sources: 26 bullish vs 7 bearish calls from 37 authors. Historical directional balance: 19% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 98 total trade ideas tracked. Latest voices: __con_, Charles Lemonides, Sam Levine.