Research Notes: Four Stolen Ideas

A look at four intriguing arguments from investors elsewhere

TLDR:

• We highlight four ideas from other investors: LYFT converts, activist shorts on EVA and ASTS, and a long call on LC.

• The LYFT converts look like a particularly intriguing idea in this market environment, though the case for LC is surprisingly strong.

• EVA and ASTS could be good shorts, though timing and valuation look paramount.