On-demand food and grocery delivery platform connecting consumers with local restaurants and stores.Yahoo Finance ↗doordash.com ↗
1 take · first discussed Jan 4, 2025
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The hosts' collective view on DoorDash is represented solely by Jason, who takes a neutral stance with medium conviction. He acknowledges DoorDash's strong 2024 stock performance (+74%) but frames his interest primarily around its potential as an M&A target rather than its standalone fundamentals. Jason speculates that a large player like Amazon or Tesla could acquire DoorDash — potentially alongside Uber — to build a logistics or "super app" powerhouse, positioning DoorDash's value largely as a consolidation asset in an emerging autonomy and delivery landscape. No other hosts provided theses, so no agreement or disagreement can be noted.
Jason highlights DoorDash's 74% stock gain in 2024 and sees it as a potential M&A target for Amazon or a partner in the autonomy/delivery consolidation wave.
DoorDash up big, 74%... Amazon could buy DoorDash fairly easily... Tesla buying DoorDash and Uber, or Amazon buying DoorDash and Uber could be the greatest service ever created if you wanted to build a super app.”1:13:46