TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke

About this episode

The episode discusses Lyft Inc.'s market position and potential as an acquisition target while exploring its recent profitability and growth strategies.

Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and is now growing internationally, Shawn finds Lyft most interesting as a potential acquisition target for a company like DoorDash, Amazon, or Alphabet. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:18 - Why Lyft could be such an interesting acquisition target 00:11:58 - How the company has actually managed to regain market share versus Uber 00:13:36 - What Lyft did to achieve operating profitability for the first time this year 00:24:24 - How Zimbabwe became the inspiration for Lyft 00:31:30 - How Lyft’s co-founders used viral marketing to gain traction 00:32:05 - Why scrappiness is in Lyft’s DNA 00:33:14 - Why Lyft made sure to IPO before Uber 01:16:05 - How to think about modeling LYFT’s intrinsic value 01:19:00 - Whether Shawn and Daniel add LYFT to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The…

People in this episode

Guests: Shawn O’Malley, Daniel Mahncke

Topics covered

• ride-sharing
• market competition
• acquisition targets
• profitability
• viral marketing
• intrinsic value

Keywords

• Lyft
• Uber
• acquisition
• profitability
• market share
• viral marketing
• intrinsic value

Mentioned in this episode

Organizations: Lyft Inc., Uber, DoorDash, Amazon, Alphabet

Places: Zimbabwe

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