Behind the Idea #62: Lyft Driving Onto The Market's Map
Big IPOs attract attention as investments and also for what they mean in the economy at large. Lyft isn't the biggest IPO expected, but as a preview to Uber and as a company in its own right, it raises a lot of questions. We discuss whether there's a value to the company and a moat that will give it a competitive edge over the years to come.
Topics covered:
2:00 minute mark - The profit outlook for Lyft 6:30 - Does sales & marketing build long-term returns, and a Spanish case study of the regulatory issues for ridehailing companies 12:45 - The market growth potential for Lyft and peers 17:30 - What is core usage of Lyft, and what is Lyft's customer stickiness? 22:30 - Lyft vs. Uber 27:00 - The new boss same as the old boss for getting a ride? 36:00 - Corporate trust and our changing cultural norms 39:15 - Lyft's ultimate business model and whether it is a tech company 44:30 - The right comp for Lyft... 54:00 - What to watch in the months/years ahead
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