Lyft: A Strategic Partner For Robotaxis (Rating Upgrade)
I view Lyft, Inc. (NASDAQ: LYFT ) as one of the key beneficiaries of the autonomous vehicle (AV) evolution or robotaxi. Ride-hailing companies, in my view, are in the sweet spot of anExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend and benefit ...