TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke
The Intrinsic Value Podcast - The Investor’s Podcast Network
Why DoorDash Matters and Its Vision
Shawn and Daniel frame DoorDash as the FedEx of local commerce and outline the episode's purpose.
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.
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- 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.
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