IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:02:18 - Why Lyft could be such an interesting acquisition target
00:11:58 - How the company has actually managed to regain market share versus Uber
00:13:36 - What Lyft did to achieve operating profitability for the first time this year
00:24:24 - How Zimbabwe became the inspiration for Lyft
00:31:30 - How Lyft’s co-founders used viral marketing to gain traction
00:32:05 - Why scrappiness is in Lyft’s DNA
00:33:14 - Why Lyft made sure to IPO before Uber
01:16:05 - How to think about modeling LYFT’s intrinsic value
01:19:00 - Whether Shawn and Daniel add LYFT to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Acquired podcast’s coverage of the Lyft IPO.
Lyft’s CEO on the shift to robotaxis.
Value Investor’s Club pitch for Lyft.
Lyft’s S1 filing.
Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
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