EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Uber (UBER)

Communications

AlphaBox Advisors

A counter cyclical bet in a weakening macroeconomic backdrop - UBER’s uniqueness stems from its multi-product platform which ensures higher utilisation and earnings potential for drivers. A strong supply-side leads to lower wait times and cost for customers which are the two most important variables for customer stickiness. The barrier to entry is increasing for competition as UBER’s moat continues to widen driven by its scale and network. The company reported a blowout Q4 whereas competitor Lyft struggled. The stock could compound at ~17% over 5-7 years with a 30% upside over 12-18 months as UBER achieves GAAP profitability in 2023.

Edition: 154

- 17 February, 2023


Lyft (LYFT)

Communications

Gordon Haskett Research Advisors

Upgrades to Buy - combination of multiple catalysts and overly negative sentiment creates a favourable risk:reward dynamic - 1) Improving driver supply (GHRA’s proprietary data shows positive performance in wait times). 2) Improving conversion rates (highest in several years). 3) Continued shared ride adoption. 4) Employees are returning to offices (Sept was a turning point). 5) Lyft Media is an underappreciated and potentially high margin business segment. GHRA also highlights the valuation gap with Uber (70% discount is unjustified) and why LYFT is increasingly looking like a prime activist target.

Edition: 147

- 28 October, 2022


Short model portfolio outperforms by 31%

New Constructs

26 out of New Constructs’ 32 ideas outperformed in 1H22 with an average return of -50% compared to a 19% decline for the S&P 500. Underscoring just how important reliable fundamental research is in turbulent markets, their model portfolio has beaten the S&P by an even wider margin (48%) since the start of 2021. Top performers have been Coinbase, Carvana, Peloton, Snap, Beyond Meat and Lyft. As we enter 2H22 high conviction shorts include Netflix, Uber, Shopify and Robinhood.

Edition: 140

- 22 July, 2022


Lyft (LYFT) & Uber (UBER)

Communications

Increased confidence in Q4 potential and driver supply - Northcoast’s channel work suggests a triple play of trends happening in the industry: 1) stable / declining incentives, 2) rate hikes (UBER pricing +2.9% in Oct & +4.9% in Nov; LYFT +2.6% in Oct & +4.6% Nov) which seem to be a plus to spreads / economics, and 3) improving levels of consumer engagement. Drivers are reporting record weekly income, pick-up pings within seconds of turning on the app, and consistent requests for drives 90+ miles when they had never seen such requests in the past. Preferred stock is Lyft - TP $65 (55% upside).

Edition: 125

- 10 December, 2021


Lyft (LYFT)

Communications

No lasting impact from the pandemic - Northcoast’s channel work confirms consumer demand is returning for ride hailing consumption. Management’s efforts to address driver shortages also bodes well for long-term market share gains. Given recent moves in the Tech/Auto space a pure-play network such as LYFT will be increasingly attractive from an M&A standpoint to the future winners of the autonomous race.

Edition: 117

- 20 August, 2021