Which stock will behave like lyft when they IPO?
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- New MononoUber, 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.
- Amazon / Admin ❤Ilotr@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.
- Qualtrics ❄️IsComingI can tell by my experience, delivery model will face the same fate as blue Apron. I used food delivery for few days but the cost difference is too much. Food prices are jacked up, multiple levels of service charges, and tip. I rather call the restaurant to place a ToGo order on my way home.Apr 15 5
- I ordered a local dim sum place I visited recently with uberEats and noticed their prices were 50% higher than in-restaurant. So these costs will get passed on to the consumer.
I also find it incredibly shady that Postmates has tried to offer “free delivery” when what they mean is “no delivery fee” and what they mean by “no delivery fee” is “we’re gonna just call it a ‘service fee.’ UberEats and DoorDash now all have service fees, small cart fees, some have minimums, etc. this business model makes no sense, and it literally cannot work outside big metros. One potential out is autonomous delivery bots like DoorDash was testing but SF city gov moved to ban them from the sidewalks *immediately.* They have a nice catch-22: the only environment where they can achieve a profitable solution is actively hostile to that very solution.Apr 17 4
- Uber, Lyft: right execution, unsustainable business.
Pinterest: good business, bad execution
- Actually I disagree. I think uber can be profitable if they set realistic prices, because let's face it, there is 100% a need for a simplified UI for q ride hailing service, as well as the ability to create the equivalent of a premium bus (semi-private car if you use uber pool). But in the old days I remember a 40 minute taxi ride to the airport costing $60. Uber would have to bring prices up to match existing taxi fare, but people would still use Uber over taxis because of UX. Of course demand will drop as millennials dont have $40 to shell out on their daily commute, so we will see by how much and how uber will deal with it.
- Lyft wXfl07As you might be aware, there is a lot of corruption in the taxi business, especially in regards to airports, which are the major profit centers in most metro areas. So as long as Uber & Lyft are cleaning up this corruption, there is DEFINITELY a lot of money to be made here; Qualcomm's entire business model is cleaning up corruption (first in trucking with omnitracs, later in cellular with lazy european engineers).Apr 30 0
- Adobe / Eng hjiILlGTZzmorePinterest 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
- Expedia will be affected by recession, sure. But I thought we were talking about Pinterest and Slack.
I also think Expedia won’t die if there’s a recession. There’s a lot of infrastructure involved in a travel company. You need to negotiate contracts with hotels, and Expedia has been doing this since years. It’s easy for companies to dump slack for an open source alternative to cut costs during a recession.Apr 16 5
- Bose justme2k19Look at Pinterest google trends . Constantly going down , is there any growth ?
- JOANY / Mgmt e^(iπ)+1=0Postmates, DoorDash, and Uber are all in similar situations to Lyft. Pinterest has pretty decent financials. Is there even an S-1 for Slack yet?
- Take it a challenge both Uber and Lyft won’t make money. It’s a very cool idea. Trust me. I use them a lot. But it’s not a business. You raise the prices users rides will go down significantly. This monthly plan which both Uber and Lyft launched right? Go and ask someone who has access to data. It won’t be successful. Ask them how is it going. How many are subscribing to this monthly plan and how many are returning.
- I just don't understand how slack is even a thing. There are at least two open source alternatives to slack with the exact ecosystem and control for admins. One can just build it and run it on cloud.
And it's not that you need Facebook level scalability for one Enterprise. It's just a private chat app and the not so complicated. The exact reason why there are many slack like open source projects.
- Nobody is saying anything about Slack. Does that mean they have good prospects?
- @Intuit integrations you’re talking about are just plugins that are quite straightforward to write. There’s no network effect like Uber or Lyft. It’s easy for a company to write an enterprise chat app, and market it hard. If I were a company being offered a chat app for half the price, I’d happily ditch Slack.
- Amazon pioAll tech IPOs have been overvalued. They pop on IPO date, then come crashing down. I have made $2.7m to date based on buying at open, then selling shortly after, then shorting 30% the next day. Easy money.
- Facebook deusUber doordash and postmates have questionably viable business models, but Uber is probably the closest to achieving healthy profits (and likely better off than lyft).
Pinterest is healthy but not growing fast; I would liken it to Twitter.
Slack is a rocket ship. Unusually fast growing for a SaaS company of its size.
- Qualtrics / Sales '🈚🀄🎶🈶morePeople here use Lyft but short it because of S-1 numbers; Pinterest has better numbers on S-1 and still gets the same treatment because not many men use it. Nothing pleases anyone these days.
- Amazon / Eng n0vFacebook fell from $50 ish to like $17 after ipo. I'm not saying Lyft is the next Facebook, but it really doesn't matter if Lyft can deliver results.
- Pinterest PJqy52It isn't black and white. Some companies try the Facebook method of taking as much off the table as possible, get beat up, and then spiral into chaos as employees lose hope and leave. Facebook survived, many don't. The opposite example sometimes works and sometimes doesn't.
- Oath OPnd70Uber & Pinterest are opportunities to short once they’re public in my opinion. I suspect they’ll have a good first day and then cliff dive throughout the rest of the year.