PLUS IPO
P - Pinterest L - Lyft U - Uber S - Slack Which one you think will do well post ipo ?
Airbnb
They are not going ipo this year. Are they ?
According to the recruiter IPO this year
P = palantir
What about Levi? Shouldn’t it be on the list?
Company is like 150 years old. Why IPO?
No idea! But they announced to go IPO this year.
Postmates
Someone will buy them or they will go bankrupt - I don’t see how they can ever sustain
Just like Salesforce sustains
How abt AirBnB
Not sure if they go this year
Assume they do... Thoughts please
Slack
Grab and Uber
Blind everyday new acronym
Most likely slack. Wallstreet is in love with enterprise software companies and also with companies with growth rate exceeding 50% -- only slack has both. All my bets on slack in the short term. Long term, Uber for sure.
Uber and Lyft. Pinterest doesn't have a compelling business model IMO and Slack is going up against MSFT, so it's an uphill battle.
Lyft’s house of cards is going to come tumbling down before the end of the year, they lost ~$1B last year running a ridesharing-only company in a single geography (and they’re still in a distant 2nd place in it). Uber lost $1.8B expanding a global empire in 70+ countries across multiple lines of business. The false equivalency between Uber and Lyft is going to become very apparent once Wall Street gets their hands on data from both companies, and no amount of pink “woke” marketing will be able to fix it
Good points!! Only pro Lyft has going for them is they are growing faster than Uber and they have a much clearer story to tell.