Grubhub’s Descent: Is O2O Tech in The US Food Delivery Industry Reaching Its Potential?
In our previous insight DoorDash IPO: Another Loss-Making Start-Up in a Highly Competitive Industry', we stated that players in the online food...
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DoorDash IPO: Another Loss-Making Start-Up in a Highly Competitive Industry
DoorDash Inc (0881510D US), currently the leading online food delivery app in the U.S., announced that it has filed confidentially to go public....
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DoorDash: IPO in the Time of Corona. Daring, Desperate or Timely?
Doordash, the leading US-based online food delivery company backed by Softbank Group (9984 JP) 's Vision Fund, has confidentially filed for an IPO...
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Softbank Vision Fund: Not Enthused About DoorDash IPO Filing but Vir Biotech Rally Could Be Positive
Moving away from the sordid details on Vision Fund's inner workings we tagged yesterday, we though there were a couple items out of the US worth...
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IAC: A Care-Full Quarter.
This note is a followup to our recent long idea on IAC. The quarter was mostly supportive of our long thesis and the NAV discount has even widened...
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