Dec 30, 2015 - Lacking the scale to effectively compete against [[UBER]] and [[LYFT]], ride-hailing pioneer Sidecar is shutting down its ride and delivery service on Dec.
Dec 18, 2015 - Hotel equities have been crushed by fears over Airbnb taking market share. Hotel REITs are trading for 30-40% discounts to Net Asset Value.Investors have a love affair with disruptive technologies. Ai
Dec 17, 2015 - In my view, Uber has the potential to exceed its $70 billion valuation.On a comparable basis, Uber is valued at a similar revenue multiple to Lyft.Uber's addressable market could be significant if it
Dec 17, 2015 - Before digging into the valuations, I outline what I believe to be the key drivers of Uber's value.Uber has the opportunity to penetrate the taxi, mass transit and car ownership market with its core v
Dec 17, 2015 - The shares of UPS are richly valued, but many argue this rich valuation is indicative of bullish secular trends.We challenge this premonition, arguing that there are multiple headwinds that challenge
Nov 19, 2015 - I set out to answer the question: Is Uber's business model sustainable? Taking a fundamental trading approach, I drove UberX 1,500+ rides over the last 12 months.I wanted to know: What is UBER's real
Sep 22, 2015 - Just a week after debuting their services in Las Vegas, ride-hailing companies Uber and Lyft are already stirring up trouble.
Sep 17, 2015 - U.S. startup Lyft has formed an alliance with China's pre-eminent ride-hailing service, Didi Kuaidi, by creating an international car-hailing company to co
Sep 11, 2015 - Bottom line: Major new funding raising by Uber, its Chinese equivalent, and Alibaba's logistics arm reflect continued interest in such leading Internet firms by major global investors, though funding
Sep 08, 2015 - Are you looking to ditch the ride-sharing juggernaut? Here's a look at three U.S.-based companies you should consider.