IPO gone wrong
Which stock will behave like lyft when they IPO?
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Which stock will behave like lyft when they IPO?
Uber, Lyft and Doordash have their entire business model based on subsidizing the product at their own expense. Pinterest's has the same business model as Facebook. They just need to get better at advertising and their financials suggest they are. I'd take Pinterest and slack over the other 3.
Doesn’t DoorDash also charge the restaurant? The collect on both side of the transaction, no?
@dupe, that is really not a different business model. Save for the few restaurants that doordash individually drives up volume to the point that the restaurant can take the hit, most restaurants will just mark up and transfer the cost to the consumer in the long term. Cos, margins.
Look at Pinterest google trends . Constantly going down , is there any growth ?
If google trends is the measure of a company growth then sure
Yes, people tend to navigate to it directly or use the app directly. Its growth has slowed down but at 250M users it doesn’t really need more to be successful (although of course more is better), it just needs to monetize them better. Source: former P employee
Uber, Lyft: right execution, unsustainable business. Pinterest: good business, bad execution
I hadn’t thought of it that way but that is a really good description.
Uber and Lyft will duke it out chasing low prices until Uber inevitably wins. Then the price will go up. Early shareholders might lose (the same way fiber-optics shareholders got screwed by a race to the bottom 20 years ago) but ultimately Uber or its successor has a sustainable biz.
Nobody is saying anything about Slack. Does that mean they have good prospects?
What about Quora?
What is Pinterest ?
Airbnb stock will also behave like this..
Why bro? It's also same business model
not really folk... same business model? embarrassing...
Pinterest wants me to log in to view stuff... FU. I won’t log in or create an account just to view crap.. this is the internet we can go elsewhere .. that’s why those stats are getting lower. Any Pinterest devs in here need to know that we don’t have time to log in... we don’t care enough to do that.. remove login, your page-views will climb
Postmates, DoorDash, and Uber are all in similar situations to Lyft. Pinterest has pretty decent financials. Is there even an S-1 for Slack yet?
Slack’s S1 isn’t public
Slack is direct listing. Do they need to file an S-1?