### Comment:
Fair enough, agree to disagree.  
  
 IMO These guys can’t afford to hold that kind of inventory/carry that kind of var anymore. The big HFs can blow this wide up - if lyft is worthless that is. 
  


### REPLY:
Which doesn't seem to be the case from my perspective, they managed to secure their own niche from uber, even though they may be outclassed in terms of sheer volume, they have a loyal enough customer base and solid macro plans.

### END.