🍕DoorDash: Towards The Market Dominance

Consolidation in the food delivery market is reaching the peak. DoorDash is winning the market. It's an exceptional company. The question in minds: Is the price right?

Let me be straight with this: The market is at all time highs and good opportunities are dry.

I think the best position to be in this environment is that you have bought great companies at attractive prices and now you can afford to just sit there, watch pitches pass by one after another and do nothing until you see one fat pitch.

But, what if you have excess money piling up and you can’t add on any company in your portfolio because they have gone off the roof or you are just so concentrated that you want to diversify the risk away?

I have been digging in the market for a while now to find strong companies that trade at investable levels. And then I saw this interview by Mark Mahaney:

He picks Amazon and DoorDash as the top internet plays.

Let me tell you this, I normally don’t care what analysts say but Mark Mahaney is different. He is really great and he is one of the few guys in the Street who knows what he is doing.

DoorDash, from many aspects, is an interesting pick.

It’s the leader in the US food delivery market and it’s a young company with a potential to keep growing for the next two decades.

So, let me cut the BS and dive deep into DoorDash to see whether it is attractive right now👇

What are you going to read:

1. Understanding The Business

2. Moat Analysis

3. Investment Thesis

4. Fundamental Analysis

5. Valuation

6. Conclusion

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