LYFT 目前被低估，其估值仅为过去现金流量的 5 倍；最坏情形是被自动驾驶公司收购以利用其用户基础，最好情形则是与 Uber 一同持续增长。
逐段跳播
是的。现在，我想作为荣誉提名带入这次讨论的另一家公司是，如果你在这个领域寻找真正的价值标的，Lyft 的商业模式与 Uber 非常相似，其交易价格仅为过去 12 个月现金流的 5 倍。
所以，这是一只今天极其便宜的股票。市场在告诉你，Uber 也许能活下来，但 Lyft 绝对会被这些自动驾驶汽车公司摧毁。我在这里要说的是，最坏的情况下，我认为 Lyft 是这些公司之一的收购目标。
也许是 Whimo。就在我们录制今天，他们刚在纳什维尔启动了一项合作。但也许是 Zuks，也许是有志成为自动驾驶汽车公司和配送公司、但没有那个用户网络的其他公司之一。而这正是你在 Lyft 这样的公司里看到真正价值的地方：他们已经有接近——用户基数小得多，但有 3000 万活跃乘客，每年完成近 10 亿次行程。
这是一个巨大的业务、巨大的势头，对那些试图建立自动驾驶汽车业务的公司来说是有价值的聚合。我认为这是最坏的情况。我认为非常可能的是，他们只是乘着增长的顺风，5 年或 10 年后 Uber 和 Lyft 仍然是领导者。
但也非常可能的是，有人进来说：“嘿，Lyft 市值只有 58 亿美元。我们是 Amazon。我们很乐意直接买下他们，自己把这个业务建起来。”
Yeah. Now, the other company that I wanted to bring this to this discussion as an honorable mention is if you're looking for a real value play in this space, very similar business model to Uber, Lyft, trades for just five times their trailing 12-month cash flow. So, this is an extremely cheap stock today. The market is telling you that, hey, Uber maybe will survive, but Lyft is absolutely going to get decimated by these by these autonomous vehicle companies. And the thing that I would say here is at worst I think Lyft is an acquisition target for one of these companies. Maybe it's Whimo. They just launched a partnership uh in Nashville today actually as we're recording. But maybe it's Zuks, you know, maybe it's one of these other companies that has big ambitions for being an autonomous vehicle company and a a delivery company but doesn't have that network of users. And that's where you look at the real value in a company like Lyft is the fact that they already have nearly it's it's a much smaller base of of users, but 30 million active riders and they're doing almost a billion rides a year. That is a huge business, huge momentum and a valuable aggregation for some of these companies that are trying to build out an autonomous vehicle business. That's a I think the worst case scenario. I think it's a very po it's very possible that they just ride the tailwinds of growth and Uber and Lyft are still the leaders five or 10 years from now. But it's also very possible that somebody just comes in and says, "Hey, Lyft trading for just a $5.8 billion market cap. We're Amazon. We're happy to just buy them and just build out this business ourselves."
是的，我非常害怕 Lyft 会在我从持仓上赚到钱之前就跌破账面价值。
Yeah, I have this terrible fear that Lyft is going to trade below its book value before I ever make money on my position.
这个频道对 $LYFT 的历次判断
The Motley Fool 在这只股票上只有这一条判断。