Skip Uber; Buy Lyft But Only For A Short Ride

2026-02-14 03:10:52 ET

Why I Write about Uber and Lyft

My followers know that I love to analyze companies that are effectively competing against each other in a duopoly or quasi-duopoly dynamic, whether it is Eli Lilly vs. Novo Nordisk in the weight loss drug market, or BJ's Wholesale vs. Costco in the consumer goods price club space. Such comparisons tend to provide insights into the respective companies' competitive advantages and disadvantages, as well as arbitrage opportunities for investors when their stock valuations diverge to an extent greater than warranted by the differences in their business fundamentals....

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