Shawn and Daniel break down DoorDash (ticker: DASH), America’s dominant meal-delivery company that’s rapidly expanding into all forms of local commerce. What you’ll learn here: 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 Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 💰 Start building your long-term portfolio today and unlock an uncapped 1% transfer bonus. https://public.com/tivp ▶️ Related Episodes: - TransDigm Stock Valuation: A Conglomerate of Monopolies: https://youtu.be/CSn3WMN_JVc - S&P Global Stock: Valuing the Company behind the S&P 500: https://youtu.be/hAeaKoo9Q2I - Booking Holdings: Invest in the World's Largest Travel Company?: https://youtu.be/zTWnyKUWri8 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #DoorDash #StockAnalysis #InvestingPodcast #FoodDelivery #TonyXu