Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 3min
Lyft's Market Share in the US
03:05 • 2min
Lyft and Express Drive: A Comparison
04:55 • 2min
Lyft Autonomous and Turo
06:39 • 3min
Lyft's Insurance Program
09:17 • 2min
The Differences Between Gap Income and Cash Flow
10:55 • 4min
Uber Turns the Corner to Profitability
15:03 • 3min
Uber and Lyft: The Duopoly Market
17:36 • 2min
Lyft's New CEO: Risher Ryshirts
20:02 • 4min
The Benefits of a Strong Executive in a Turnaround Story
23:33 • 3min
The $4.2 Billion Is Net of the Fees Paid to Drivers Already
26:22 • 2min
The Negative Hits of Active Writers
27:57 • 4min
The Risks of Excluding Equity Funding From Enterprise Value
31:30 • 2min
The Boland Bear Case: Pinterest's Unprofitable Balance Sheet
33:07 • 3min
The Depreciation of Scooters and Bikes
36:37 • 2min
The Future Growth Opportunity in Electric Bikes
38:10 • 3min
How Lyft Is Playing Second Fiddle to Uber
40:52 • 2min
The Rise and Fall of Ride Sharing
43:15 • 2min
Uber and Lyft: A Bull and Bear Case
44:50 • 2min
The Bear Case for Lyft
46:58 • 2min
The Risks of Bundling Scooters
48:30 • 3min