IPO gone wrong

Apr 15, 2019 144 Comments

Which stock will behave like lyft when they IPO?

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TOP 144 Comments
  • New
    Monono

    New

    Monono
    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.
    Apr 15, 2019 6
    • 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, 2019
    • Uber
      nibbles

      Go to company page Uber

      nibbles
      Nice to know SF government can get things done as long as it doesn’t involve improving the quality of life for its taxpayers.
      Apr 17, 2019
  • Google
    LyLs67

    Go to company page Google

    LyLs67
    Uber, Lyft: right execution, unsustainable business.

    Pinterest: good business, bad execution
    Apr 15, 2019 7
    • Lyft
      wXfl07

      Go to company page Lyft

      wXfl07
      As 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, 2019
    • Amazon
      mUwn3e

      Go to company page Amazon

      mUwn3e
      Question is, when are they going to flip to switch for real prices and how many customers will be left?
      May 2, 2019
  • Adobe / Eng
    hjiILlGTZz

    Go to company page Adobe Eng

    PRE
    Google
    hjiILlGTZz
    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
    Apr 15, 2019 10
    • 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, 2019
    • Uber
      nibbles

      Go to company page Uber

      nibbles
      If google images is just a Pinterest proxy consider using Pinterest instead of the proxy. I bet you have a Google acct.
      Apr 17, 2019
  • Bose
    justme2k19

    Go to company page Bose

    justme2k19
    Look at Pinterest google trends . Constantly going down , is there any growth ?
    Apr 15, 2019 4
    • Houzz
      fight

      Go to company page Houzz

      fight
      Did you read S-1, which is a better source? Google trends could go down if Pinterest moved their traffic to app, users wont search on Google anymore.
      Apr 15, 2019
    • Airbnb
      cxUyyW

      Go to company page Airbnb

      cxUyyW
      Dropbox didn’t plummet too far after IPO, they are in a much worse position in that regard
      Apr 15, 2019
  • IBM / Eng
    bbw lover

    Go to company page IBM Eng

    bbw lover
    "Which stock will behave like snap?"
    Apr 15, 2019 4