Dordash has, for reasons that are different than some of the other pandemic stocks, a has established itself as a business that is going absolutely nowhere. i think just the fact that uber needed to issue arguably the worst of the super bowl ads, the uber eats, where were eating things like toilet paper. Dordash has been so far ahead n the idea of las miologistics in delivering things other than food, well before anybody else was talking about this. I think dordash is formidable. I think they're the leader in last mile logistics. It's an unprofitable business, but it is a cash generator because it's very smart about the way that it manages
The latest results from Zoom Video seem like as good a reason as any to check in on the state of "pandemic stocks". As we've witnessed repeatedly throughout investing history, some businesses are more sustainable than others. (0:25) Tim Beyers discusses: - Zoom's continued customer growth and gross margins - CEO Eric Yuan's steady approach to offering guidance - Why he believes DocuSign and DoorDash have staying power. - Ritch Allison retiring as CEO of Domino's Pizza and handing the keys to the corner office to COO Russell Weiner. - Pizza preferences! (15:30) Alison Southwick and Robert "Bro" Brokamp talk with Matt Argersinger about the ins and outs of being a landlord at a time when real estate is still hot. Stocks discussed: ZM, DOCU, PTON, DASH, DPZ, ABNB Our email address is podcasts@fool.com Host: Chris Hill Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks
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