TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke
Streams straight from the publisher. podnod never proxies or re-hosts episode audio.
Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce.
IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro
00:00:47 - How DoorDash came out of nowhere to become America’s leading meal-delivery service, usurping Uber Eats and Grubhub
00:07:57 - What opportunity DoorDash’s founders saw and the story of its origins as Palo Alto Delivery
00:10:26 - What DoorDash has done to finally crack the code of positive unit economics in restaurant delivery
00:19:21 - Why DoorDash is well-positioned to continue growing both domestically and internationally
00:28:41 - How a tipping scandal nearly destroyed the brand
00:16:21 - Why the COVID-19 pandemic was such a significant boon to DoorDash’s business
01:15:35 - The company’s approach to management comp
01:21:07 - How to think about modeling DASH’s intrinsic value
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Sign up for The Intrinsic Value Newsletter to track our Portfolio.
- Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
- Business Breakdowns’ coverage of DoorDash
- The Acquired podcast’s coverage of DoorDash
- Modern MBA on DoorDash and the myth of profitable food delivery
- Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS Support our free podcast by supporting our sponsors:
• Public.com - See the full disclaimer here.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Sign up for the waitlist(!)
theinvestorspodcast.comThe Intrinsic Value Newsletter
intrinsicvalue.beehiiv.comFiscal.ai
fiscal.aicoverage of DoorDash
open.spotify.compodcast’s coverage of DoorDash
open.spotify.commyth of profitable food delivery
youtube.com
intrinsicvalue.beehiiv.com
theinvestorspodcast.com
theinvestorspodcast.comPaypal
theinvestorspodcast.com Nike,
theinvestorspodcast.comReddit,
theinvestorspodcast.comAmazon
theinvestorspodcast.comAirbnb
intrinsicvalue.beehiiv.comTSMC
theinvestorspodcast.comAlphabet
theinvestorspodcast.comUlta
theinvestorspodcast.comLVMH
theinvestorspodcast.combooks
prodcast.io
premium.theinvestorspodcast.comhere
theinvestorspodcast.comTIP Finance
theinvestorspodcast.combest business podcasts
theinvestorspodcast.com
harvestright.comsponsors
theinvestorspodcast.comPublic.com
public.comhere
theinvestorspodcast.commegaphone.fm/adchoices
megaphone.fmhttps://theinvestorspodcastnetwork.supportingcast.fm
theinvestorspodcastnetwork.supportingcast.fm
