TIVP049: DoorDash (DASH): Can It Keep Delivering Returns? w/ Shawn O’Malley & Daniel Mahncke
The Intrinsic Value Podcast - The Investor’s Podcast Network
DoorDash Drive: White-Label Delivery
Shawn outlines Drive as a Shopify-like offering enabling restaurants to use DoorDash logistics.
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
The AI-powered Podcast Player
