Lyft (LYFT)

Compared to UBER, like no-name brand of Kleenex. Once you use a service, it's very hard to switch off; that's the network effect. 

Needs scale by spending $$ to capture market share. Thinks it's too late. Purely speculative. Stay away.

Is surprised with its weakness. Nobody talks about the costs of operating self-driving cars, like insurance, and the costs could be disastrous for Lyft.

Is down 28% this year, so it's now cheap enough to buy, and it enjoys a duopoly with Uber. Shares were overheated before, reasonable now.

Lags Uber while Lyft has fallen off. The stock has based around $10 for the past 1.5 years. The company needs to do something: innovate, change CEO. Maybe you can trade this trading range. Otherwise, you need to see a breakout.

She also finds Lyft interesting under a new CEO, more interesting that Uber. She's watching Lyft more than Uber.

Not a viable competitor to UBER, and the results show it.

The new CEO announced layoffs, which signalled that he bit the bullet and made a good move. Give this two quarters and see.

They keep losing money as there's no path to profitability. It's a bad signal that they want to get rid of their founders.

Two years ago you could have owned both. Today, this game has completely changed. It boils down to management.