LYFT 全部观点

Yeah. Now, the other company that I wanted to bring this to this discussion as an honorable mention is if you're looking for a real value play in this space, very similar business model to Uber, Lyft, trades for just five times their trailing 12-month cash flow.

So, this is an extremely cheap stock today. The market is telling you that, hey, Uber maybe will survive, but Lyft is absolutely going to get decimated by these by these autonomous vehicle companies.

And the thing that I would say here is at worst I think Lyft is an acquisition target for one of these companies. Maybe it's Whimo. They just launched a partnership uh in Nashville today actually as we're recording.

But maybe it's Zuks, you know, maybe it's one of these other companies that has big ambitions for being an autonomous vehicle company and a a delivery company but doesn't have that network of users.

And that's where you look at the real value in a company like Lyft is the fact that they already have nearly it's it's a much smaller base of of users, but 30 million active riders and they're doing almost a billion rides a year.

That is a huge business, huge momentum and a valuable aggregation for some of these companies that are trying to build out an autonomous vehicle business. That's a I think the worst case scenario.

I think it's a very po it's very possible that they just ride the tailwinds of growth and Uber and Lyft are still the leaders five or 10 years from now. But it's also very possible that somebody just comes in and says, "Hey, Lyft trading for just a $5.8 billion market cap.

We're Amazon. We're happy to just buy them and just build out this business ourselves."

Those four stocks are Adobe, MGM Resorts, Dick Sporting Goods, and Lyft.

And finally, finally, one of my favorite most overlooked stocks in the market is price to earnings multiple. Don't look at this one on a trailing basis just 2.5. There is some one-time items in there. better metric is a forward price earnings multiple of about nine or for forward price free cash flow of about five and a half.

So really good valuation and look at this compound annual growth rate about 15% over the past 3 years.

Another stock that may be a little bit overlooked is Lyft. Uber is a stock that I own, but Lyft is the real value play in ride sharing today. $6.4 billion market cap, but look at this, the enterprise value just $5.8 billion because they have net cash on the balance sheet.

That means they can buy back stock if they want, they can pay down their debt, they can go out and make and make acquisitions, which they've done with companies like FreeNow over the past year or so, and the valuation is absolutely crazy.

0.9 enterprise value to sales, and your price to free cash flow on a trailing basis is under six. On a forward basis, also about 5.5.