4.8 • 1.5K Ratings
🗓️ 29 August 2025
⏱️ 15 minutes
🧾️ Download transcript
Click on a timestamp to play from that location
| 0:00.0 | I think Lyft is going to be one of the comeback stories, you know, for the ages. |
| 0:04.8 | We are growing quarter after quarter. We're profitable. We have more active riders, drivers, |
| 0:08.0 | all the rest than we've ever had before. And then I look at self-driving cars and I see an |
| 0:12.7 | incredible opportunity for us. Hello and welcome to the Barron Streetwise podcast. I'm Alexis, |
| 0:20.2 | the producer of Streetwise. The voice'm Alexis, the producer Streetwise. |
| 0:21.8 | The voice you just heard was David Risher. |
| 0:24.1 | He's the CEO of Lyft. |
| 0:25.9 | Now Jack is out this week, but before he left, |
| 0:28.7 | he sat down with David to talk about the company's turnaround story. |
| 0:31.7 | And what's up next, including one day, self-driving cars. |
| 0:36.1 | Let's get into that conversation right now. |
| 0:44.8 | David, you've been running Lyft now for about two and a half years. |
| 0:48.9 | So I had that right? |
| 0:49.6 | That's right. |
| 0:50.2 | Okay. |
| 0:50.8 | Let me lay it all out on the table about Lyft and about the stock and we'll do a good news, bad news. |
| 0:56.9 | Because I bet you a lot of investors want to like this stock because the valuation looks attractive. |
| 1:01.2 | It trades at a significant discount to Uber. So the good news is, as I see it, and you tell me where I'm right or wrong. |
| 1:08.3 | I see positive cash flow. I see growing bookings. I see the company |
| 1:13.3 | bought back some stock. On the bad news, the stock performance since you took over, it's about even |
| 1:20.2 | with the S&P 500, maybe a point or two behind. But Uber has gone bananas. Uber's, you know, |
| 1:27.1 | tripled in price over that stretch versus a 50-something percent return for Lyft. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Barron's, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Barron's and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.