Late to weigh in on Uber ($UBER) but here are some thoughts on its strategy: Wrote previously about the lack of global presence with Lyft as weakness compared to Uber rapid expansion. The issue here is that Lyft customers with higher spend/frequent travel and/or business customers, etc must have Uber as well but the same Uber cohort don't need Lyft app

Some thoughts on $LYFT IPO: Basics all seem pretty impressive and what you might expect from a tech startup that has emerged as one of the major ‘unicorn’ success stories of the last five years. Huge revenue growth, rider growth, rides growth and revenue per rider growth too.