The Bear Cave #336
The article cites activist research on Lyft, alleging $1.3 to $2.7 billion exposure from rideshare sexual-assault litigation versus $533 million in legal and tax accruals, and says Lyft’s $1.7 billion cash may require dilutive equity. It also notes Outlier Capital’s view on Bank OZK’s CRE downturn. It lists several executive departures at Palantir, Archer Aviation, Coastal Financial, Red Cat Holdings, and Lindsay Corporation.



