TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
The Intrinsic Value Podcast - The Investor’s Podcast Network
Why Lyft Could Be an Acquisition Target
Shawn argues Lyft's $7B market cap makes it attractive to Alphabet, Amazon, or DoorDash as a way into ride-sharing.
Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and is now growing internationally, Shawn finds Lyft most interesting as a potential acquisition target for a company like DoorDash, Amazon, or Alphabet.
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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- Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
- 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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