DoorDash 2Q21 Earnings: Awaiting Deceleration
DoorDash appears to be well run and is executing, buts its valuation is nonsensical at 12x forward sales vs. a peer group average of 4x. We’d pair...
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Dingdong Maicai Pre-IPO - It's Still like a VC Bet but Probably Worth It
Dingdong Maicia (DDL US) (DM), a groceries on-demand e-commerce company, aims to raise up to US$357m via a US listing. It is backed by Tiger...
297 Views
Dingdong Maicai Pre-IPO - Thoughts on Valuation
Dingdong Maicia (DDL US), a groceries on-demand e-commerce company, aims to raise up to US$500m via a US listing. It is backed by Tiger Global,...
267 Views
DoorDash: Run for the Exits
DoorDash is one of our top short picks for 2021. We think the earnings implosion is just the start as it fails to comp its outrageously fortunate...
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DoorDash IPO Context: What It Is & How It Compares to Online Food Delivery Universe
US-based on-demand food delivery company DoorDash plans to list soon. In this note we show investors how DoorDash differs from some of its peers in...
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