Substack · Daily Stock Market Update · AlgoTradeAlert.com
DoorDash (DASH): Reported Instacart Talks Put Grocery Expansion in Focus
Why it is trending
US · 5 entries · 5 publications
DASH
DoorDash, Inc.
- Entries
- 5
- Bullish
- 1
- Bearish
- 0
- First
- Aug 6, 2026
- Latest
- Oct 27, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on DASH at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- October 2026 3 entries
Substack · Venture Daily Digest
☕ OpenAI raising $30B at a $1.25T valuation & Instacart is exploring a sale to Uber or DoorDash.
OpenAI stops training frontier models on the live internet.
Substack · PSFK Weekly powered by Fodda · PSFK Weekly
Peter Pan Platforms: Why Digital Platforms Refuse to Grow Up to be Cash Cows
Despite investor frustration, delivery and market platform players like DoorDash and Uber prioritize reinvestment over immediate profit maximization, defending margins amidst shifting consumer demand.
Since publication DASH −13.3% α −11.6 pp vs S&P 500 · USD
- September 2026 1 entry
Substack · Pitch The PM · Doug Garber
DoorDash’s ($DASH) Growth Upside–A High-Conviction Investment with TimesSquare’s Consumer PM Ed Salib
Ed’s thesis has 4 pillars:
Since publication −12.7% α −13.0 pp vs S&P 500 · USD
- August 2026 1 entry
Substack · The Curbivore · Jonah Bliss
Mobility, Delivery Platforms Saw Eye Watering Growth in Q2
Uber, Lyft, Lime, DoorDash earnings; Auckland City Rail Link; MobilityVC backs Endera
Since publication DASH −21.0% α −20.6 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.