Shawn and Daniel analyze Lyft (LYFT) and debate whether it can close the gap with Uber or remain a distant second. What you’ll learn here: 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 01:13:19 - Valuation discussion of Lyft 01:16:05 - How to think about modeling LYFT’s intrinsic value 01:18:51 - Whether Shawn and Daniel add LYFT to their Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ ▶️ Related Episodes: - Valuing Constellation Software (CSU): 100-Bagger at Historic Drawdown: https://youtu.be/eqXXM8ZGAD8 - Netflix ($NTFLX): Did Netflix Finally Win The Streaming Wars?: https://youtu.be/qRWNidjanMs - Can The LinkedIn For Doctors Be a 10-Bagger?: https://youtu.be/9LuR15ezUaQ Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #LyftStock #UberVsLyft #IntrinsicValuePodcast #AutonomousVehicles #StockMarketAnalysis