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Which podcasts are discussing DASH?
21 ATTRIBUTED IDEAS · 8 EPISODES · 5 SHOWS
The shows
Yet Another Value Podcast
Animal Spirits
Business Breakdowns
Motley Fool Money
CNBC Fast Money
Where the discussion went deepest
22 MAY22 MAYYET ANOTHER VALUE PODCAST · 25:00
DoorDash's U.S. restaurant growth more durable than market thinks
“The team argued the U.S. restaurant delivery segment is still in the middle innings, with user growth and order frequency set to outpace market expectations.”
Pershing Square Challenge 2026 winners on DoorDash $DASH
Core thesis · 5/5Verify in source →
22 MAY22 MAYYET ANOTHER VALUE PODCAST · 02:30
DoorDash tech stack consolidation drives long-term leverage
“The bull case argued for DoorDash: a major, expensive tech-stack consolidation across its three apps is a near-term reinvestment that will create significant operating leverage and long-term intrinsic value.”
Pershing Square Challenge 2026 winners on DoorDash $DASH
Core thesis · 5/5Verify in source →
16 JUL4W AGOMOTLEY FOOL MONEY · 00:50
Delivery Hero deal adds scale for Uber
“Uber's $14.8B acquisition of Delivery Hero expands its global delivery footprint and ecosystem, though speakers questioned if the deal is more defensive than transformative.”
Uber’s New Acquisition and GE Aerospace’s Search for Parts
In depth · 4/5Verify in source →
8 JUN8 JUNCNBC FAST MONEY · 08:52
Caution urged on chasing high-pop IPOs
“Historical analysis presented demonstrates that mega-cap or hyped IPOs with massive first-day pops consistently underperform the broader market over six-month to three-year horizons.”
Headlines From Apple’s WWDC… And Will Markets Recover from Recent Pullback? 6/8/26
In depth · 4/5Verify in source →
29 MAY29 MAYBUSINESS BREAKDOWNS · 05:30
DoorDash POS threat seen as irrational for restaurants
“The relative case argued is that restaurants are unlikely to switch from Toast to a free DoorDash POS due to unfavorable unit economics and high customer satisfaction with Toast.”
Toast: Sticky SaaS - [Business Breakdowns, EP.247]
In depth · 4/5Verify in source →
22 MAY22 MAYYET ANOTHER VALUE PODCAST · 00:00
DoorDash valuation anchored to 18x free cash flow
“The valuation case presented for DoorDash used a terminal multiple of 18 times free cash flow (after adjusting for stock-based compensation), which was argued to be reasonable and below current market multiples.”
Pershing Square Challenge 2026 winners on DoorDash $DASH
In depth · 4/5Verify in source →
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