173: Michael Katz – Riding Price Action—A Complete Breakdown of the Lyft IPO
Chat With Traders
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The Importance of a Good Thing
In New York, the taxis have a little bit of protection where Uber drivers and Lyft drivers, they still have to register with the TLC. So here I am sitting there with a thesis that, okay, this is potentially going to unwind. And whether it does actually sell off kind of helps me get more aggressive with my thinking. The conviction is going to be there whenever I have a thesis and then the price action lines up with that thesis - if that makes sense.
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