bearish

DoorDash

DoorDash 4Q20 Earnings: This Is a Business Worth $50B?

240 Views01 Mar 2021 23:00
DoorDash's 4Q20 earnings confirmed our bearish thesis. The company is continuing to spend higher and higher amounts on customer acquisition due to competitive intensity.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
Price Chart(Sign Up to Access)
analytics-chart
x