2min chapter

Acquired cover image

DoorDash

Acquired

CHAPTER

The Biggest Barcase Is That Dordash Is Not Going to Be Able to Address All of That?

The biggest barcase i think you can make is that they're not going to be able to make the leap out of this restaurant category. This is going to continue to be a razor thin, highly competitive business,. And they're just never going to be ableto sort of take all the investment that they've made and actually get to benefit from an immensely cash flow positive output on the other side....

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