Lime's CEO shares how he overcame a stroke to take his company to a $1.7 billion IPO

Impact · against what's priced in

The article provides no new catalyst for Uber. The operational improvements at Lime (asset longevity and SF growth) are already factored into the current valuation, and the equity stake is a known component of Uber's assets.

UBER+0.00: Already priced in
The price assumes: The price sits at the very bottom of 15 published models... meaning the market entirely rejects the Wall Street bull case
Lime's improved unit economics and San Francisco growth support the partnership's value, but since the market is already pricing Uber at a steep growth deceleration (2.8% CAGR), these marginal wins in a minority stake do not shift the needle.
What UBER's price assumes · Sep 11

Lime's CEO shares how he overcame a stroke to take his company to a $1.7 billion IPO

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