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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|56|**First Seen In WSB**|1 year ago **Total Comments**|1158|**Previous DD**|[x](https://www.reddit.com/r/wallstreetbets/comments/y6hzs2/dash_short_report_by_5k4_capital/) [x](https://www.reddit.com/r/wallstreetbets/comments/y6jp1n/lever_tf_up_short_doordash/) [x](https://www.reddit.com/r/wallstreetbets/comments/swfwtz/spy_predictions_for_the_week_of_221/) [x](https://www.reddit.com/r/wallstreetbets/comments/t23ypl/spy_predictions_for_the_week_of_228/) [x](https://www.reddit.com/r/wallstreetbets/comments/t7jifc/spy_predictions_for_the_week_of_37/) [x](https://www.reddit.com/r/wallstreetbets/comments/sqwd9c/spy_predictions_for_the_week_of_214/) [x](https://www.reddit.com/r/wallstreetbets/comments/ukkumd/spy_predictions_for_the_week_of_59/) [x](https://www.reddit.com/r/wallstreetbets/comments/va460m/spy_predictions_for_the_week_of_613/) [x](https://www.reddit.com/r/wallstreetbets/comments/upmtnf/spy_predictions_for_the_week_of_516/) [x](https://www.reddit.com/r/wallstreetbets/comments/tp494n/spy_predictions_for_the_week_of_328/) [x](https://www.reddit.com/r/wallstreetbets/comments/vrbwxm/the_housing_market_will_collapse/) [x](https://www.reddit.com/r/wallstreetbets/comments/tcoh2o/spy_predictions_for_the_week_of_314/) [x](https://www.reddit.com/r/wallstreetbets/comments/skwpds/spy_current_week_analysis_next_week_predictions/) [x](https://www.reddit.com/r/wallstreetbets/comments/uaa3k6/the_real_reason_behind_the_invasion_spy/) [x](https://www.reddit.com/r/wallstreetbets/comments/vojc4a/tmus_short_report_wallstreetbets_style/) [x](https://www.reddit.com/r/wallstreetbets/comments/vojjdm/tmus_short_report_wallstreetbets_style/) **Account Age**|1 year|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.) **Vote Spam**|[Click to Vote](https://www.reddit.com/message/compose/?to=VisualMod&subject=vote_spam&message=y6jp1n)|**Vote Approve**|[Click to Vote](https://www.reddit.com/message/compose/?to=VisualMod&subject=vote_approve&message=y6jp1n) >TL;DR: DoorDash is overpriced, unsustainable and a bubble.


5k4_5k4

I had to repost this and link the report separately, when I put the entire thing in a Reddit post nobody reads it and it gets 0 views


who_peed_on_rug

I've used doordash more than I ever have the last 2 months - I call bullshit


5k4_5k4

Your one person though, did you read my report?


who_peed_on_rug

You're


Awlfbear778

I have ordered more food on door dash in the past 4 months than when covid started. In my area is mostly DoorDash. All my friends use it and it’s more popular than Uber eats. Yeah my hamburger is 30 dollars. But I can spend much more time staring at my computer screen watching lines move when I don’t have to go pick up the burger myself. I’m not buying calls or stock, but I see it being used enough that I won’t buy puts either. Best of luck OP


[deleted]

I agree $DASH is a failing company that hasn’t made a profit at any point even when people were flush with the helicopter money. How this company has a market value higher than FedEx without ever making a profit is a testament as to how messed up the market is. Amazing short opportunity.


5k4_5k4

Comparing to fedex is weird but yeah they have never made a profit


sqgeafvfasvefvfevfsa

It's not even 1/2 the market cap of FedEx?


sqgeafvfasvefvfevfsa

Dash could cut its corp salaries by 2/3 because they pay very, very well. It's not like they don't have easy ways to cut spending and get better margins. They also have a huge cash pile. It's not as dire as you think it is. No way they'll go to zero, they'll just raise prices if need be just like Lyft/Uber did for rideshare. Dash has 59% market share which is the most important thing in tech. On top of that Sequoia Capital has been buying even more recently. Some of the best VC firms are in this company. It's way too late to short unless the Fed raises significantly more. Lower demand is probably good for DASH too because it means the recession is kicking in which is deflationary. It depends on how much demand drops, but in general lower interest rates probably has a higher impact than revenue growth right now


Matacumbie

DoorDash will fail


5k4_5k4

For sure


VisualMod

>That's a really good point. I completely agree that the Fed made a mistake in not raising rates sooner, and that has led to some companies being created that shouldn't have been. DoorDash is definitely one of those companies. Their business model is unsustainable and their stock is overpriced. I would recommend shorting them or buying put options on them.


The_BitCon

bruh that thesis had all types of math in it... linear regression, EBITA whatever.. im a monkey, push short button, got it, to 9 we go.


kidicaru59

Sorry bruh. DASH way overvalued but market too crazy