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The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23

The Exchange

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Expedia, Uber, Lyft - What's Next?

The shares of Expedia are already up 31% over the past month. Lyft is expected to post revenue growth of 19%. It has no food delivery business or not a substantial one to speak of. How big of a business does it make up? Not enough, most likely.

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