DASH
4 tracked calls · 4 long · 0 short
first called by Invest Like the Best 1y ago
LONG3mo ago
“DoorDash today up 5%, up $7 on the daily because they did a paid ad with Trump.”ThreadGuy
Just buy whatever Trump pumps; DoorDash jumped 5% on a single staged paid-ad appearance.
DASHLONG@ $160.87
$200.10+24.39%
since call Apr 13
peak +24.7%
LONG6mo ago
“DoorDash is sticky not just because it has this beautiful app, but it's because it's a network of restaurants and dashers and consumers. So you can't just…”Invest Like the Best
Network effects, money flow, and hardware make DoorDash sticky and durable in an AI world.
DASHLONG@ $212.01
$200.10-5.62%
since call Jan 29
LONGPOSITION7mo ago
“Among our largest positions in the public markets are DoorDash, Affirm, Toast. We led those last private rounds, right? And so yeah, they persisted and we…”Invest Like the Best
DoorDash is a durable compounder Durable held from private through public markets.
DASHLONG@ $233.31
$200.10-14.24%
since call Dec 16
LONG1y ago
“with the cost of capital coming back and largely going to persist... you're seeing just winners and losers across industries in ways that we have not seen for…”Invest Like the Best
Real cost of capital splits winners from losers; long disciplined operators, short the laggards.
DASHLONG@ $186.15
$200.10+7.49%
since call Mar 12
peak +7.5%