Posts on DASH

Latest ideas and analyses related to DoorDash Inc. Class A Common Stock

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DASH

+36 pts



$DASH Best-in-class continues to be the place to be

By realjoe on Aug. 5, 2022, 1:09 p.m.
Tagged topics: earnings results

Views: 22, Votes: 5, Responses: 0, Attachments: 1
DASH , LYFT , EXPE , Z , IAS , YELP

+33 pts



Key takes from DASH/LYFT/EXPE/Z/IAS/YELP earnings

By realmomobags on Aug. 5, 2022, 6:38 a.m.
Tagged topics: earnings results , Internet

Views: 14, Votes: 4, Responses: 0, Attachments: 1
AMZN , GRUB , DASH , UBER , JET

+36 pts



AMZN/GRUB Partnership: What it Means and What to Monitor

By mooreideas on July 7, 2022, 10:56 a.m.
Tagged topics: growing competition , food delivery

Views: 32, Votes: 5, Responses: 0, Attachments: 1
DASH , UBER

+33 pts



$DASH Three Items for Delivery

By phenphen on June 27, 2022, 1:55 p.m.
Tagged topics: analyst checks

Views: 14, Votes: 3, Responses: 0, Attachments: 1
DASH

+39 pts



$DASH initiation - large TAM & solid growth ahead, but already fairly valued

By josiebe on June 6, 2022, 4:27 p.m.
Tagged topics: initiation report

Views: 30, Votes: 5, Responses: 0, Attachments: 1
DASH

+31 pts



$DASH DoorDash 1Q22 Gross Order Value Update

By Btam on May 20, 2022, 2 a.m.
Tagged topics: earnings results

Views: 14, Votes: 1, Responses: 0, Attachments: 1
DASH

+36 pts



$DASH - Strong Earnings Report; 2022 Guidance Points To Solid Operating Momentum

By ethonomics on May 6, 2022, 4:53 p.m.
Tagged topics: earnings results

Views: 36, Votes: 3, Responses: 0, Attachments: 1
DASH

+35 pts



$DASH Solid 1Q Results & Outlook Raised; Thoughtfully Reinvesting in L-T Growth Opportunities

By scorpioduck on May 6, 2022, 11:47 a.m.
Tagged topics: earnings results

Views: 29, Votes: 3, Responses: 0, Attachments: 1
DASH

+36 pts



Best Executor Around...But Fairly Priced

By realjoe on April 25, 2022, 11:44 a.m.
Tagged topics: initiation report

Views: 38, Votes: 3, Responses: 0, Attachments: 1
UBER , LYFT , DASH , ABNB , AMZN , EBAY , CHWY , W , POSH , JMIA , PTON , DUOL , NFLX , SPOT , FB , TWTR , SNAP , PINS

+42 pts



1Q22 Internet App Data Analysis

By puckerman17 on April 6, 2022, 3:36 p.m.
Tagged topics: analyst checks

Views: 39, Votes: 4, Responses: 0, Attachments: 1
DASH

+34 pts



$DASH squeezes past buy-side bogeys

By realjoe on Feb. 17, 2022, 1:44 p.m.
Tagged topics: earnings results

Views: 27, Votes: 3, Responses: 0, Attachments: 1
PDD , WIX , AMPL , APP , DASH

+10 pts



Request reports on $WIX, $AMPL, $APP, $DASH, and Pinduoduo $PDD

By tvalerttelegram on Feb. 16, 2022, 10:11 p.m.
Tagged topics: Goldman Sachs

Views: 11, Votes: 1, Responses: 0, Attachments: 0
UBER , DASH , WMT

+41 pts



$UBER - why 2022 will be different...return to profitability and grocery

By realjoe on Jan. 7, 2022, 12:03 p.m.
Tagged topics: analyst top pick

Views: 628, Votes: 5, Responses: 0, Attachments: 1
AMZN , FB , GOOGL , PINS , SNAP , NFLX , SPOT , UBER , DASH , LYFT , EXPE , BKNG , ABNB

+64 pts



The lines between ecommerce and digital advertising are blurring

By ethonomics on Dec. 20, 2021, 4:42 p.m.
Tagged topics: secular growth , 2022 outlook

Views: 460, Votes: 11, Responses: 3, Attachments: 1
GOOGL , AMZN , FB , NFLX , SNAP , PINS , TWTR , UBER , DASH , LYFT , SPOT , PTON , ABNB , BKNG , EXPE , TRIP , TRVG , EBAY , CHWY , GDRX , FTCH , FVRR , CHGG , ZIP , WISH , CRTO , CDLX , NRDY , GRPN , MTCH , BMBL , ROKU , VZIO , IAC , ANGI , ZD , VMEO , FTDR , YELP , SFIX , MAX , EVER , OPAD , EB

+68 pts



Analysts' Internet Top Picks for 2022 include a mix of GARP ($AMZN $FB $TWTR), secular subscription winners ($NFLX $SPOT) and reopening names ($UBER $BMBL $MTCH)

By phenphen on Dec. 15, 2021, 11:39 a.m.
Tagged topics: 2022 outlook

Views: 175, Votes: 9, Responses: 1, Attachments: 1
UBER , DASH , LYFT

+41 pts



$UBER - #UberOne should drive incremental bookings post recovery and compete more effectively with $DASH and $LYFT

By phenphen on Nov. 19, 2021, 3:23 p.m.
Tagged topics: Uber One

Views: 226, Votes: 7, Responses: 0, Attachments: 1
LYFT , UBER , DASH

+33 pts



Piper Sandler prefers $LYFT over $UBER and $DASH based on cell phone location data

By labjordan on Oct. 18, 2021, 2:39 p.m.
Tagged topics: analyst checks , ride share , food delivery , Piper Sandler , cell phone location data

Views: 253, Votes: 3, Responses: 0, Attachments: 2
UBER , LYFT , DASH

+41 pts



$UBER - JPM says surprise positive EBITDA in Q3 suggests continued decline in driver incentives with improving supply

By realjoe on Sept. 21, 2021, 11:05 a.m.
Tagged topics: ride share , food delivery , driver costs , JP Morgan , driver shortages

Views: 228, Votes: 5, Responses: 1, Attachments: 2
DASH , UBER , LYFT

+32 pts



$DASH $UBER $LYFT - RBC estimates 3/4 of drivers would lose their jobs, and rider cost would increase, if courts decide drivers should be W2 employees

By realjoe on Aug. 23, 2021, 10:39 p.m.
Tagged topics: regulatory environment , Prop 22 , RBC

Views: 167, Votes: 1, Responses: 0, Attachments: 4
UBER , LYFT , DASH

+33 pts



$UBER - Oppenheimer raises target and estimates on signs of rideshare gains, says valuation vs peers 'more attractive than ever'

By labjordan on July 1, 2021, 2:23 p.m.
Tagged topics: analyst checks , ride share , analyst raises estimates , analyst raises target , Oppenheimer

Views: 165, Votes: 1, Responses: 0, Attachments: 10