Boiler Room: The Official Stock Market Discussion

[ExodusNirvana]

Shiiid. I expect it to take off like BYND did. You can go with your instincts though.

IMO, this has blue chip potential, this is the next TSLA. Even if it don't take off immediately, I expect it to be 250-500 in the next few years.

Interesting

It's wild because I never saw DoorDash as the dark horse in the Delivery Wars, only because in NYC it seems like UberEats and Seamless/Grubhub had the crown

 

[dora_da_destroyer]

i'm bearish on DD, at least long term. consumer tech, gig economy, volatility, etc. a lot of shyt can adversely affect this including reopening, consumers and restaurants being tired of fees, industry regulation, a new flavor of the month delivery app, further consolidation of the industry...shyt has gopro, uber, groupon, fitbit, twitter written all over on it...pop, followed by a fallout, then a slight recovery but not exponential growth

Seamless/Grubhub had the crown

seamless low key started this shyt, way back in the 00's that was the app all the NY/east coast banking and consulting firms used for food delivery for all their employees working late. grubhub popped up on the west coast shortly after, then the past 5 years hella them popped up

 

[Doomsday]

Interesting

It's wild because I never saw DoorDash as the dark horse in the Delivery Wars, only because in NYC it seems like UberEats and Seamless/Grubhub had the crown

Out in the west coast Door Dash is king. Also DD has the number 1 market share in the U.S. I believe 66% but don't quote me on that. Uber, Grubhub, and Waiter share 33%. WTRH is the play to me because it's still in the penny stage while Uber and GRUB trade for 50-70 dollars (DD debuting at 80). So if Waiter has almost equal marketshare to those two yet only trades for around 3.00 dollars, that's a LOT of wiggle room for growth potential. To me it's a no brainer.

DASH and WTRH are my long term holds out all the food delivery sector.

 

[Doomsday]

i'm bearish on DD, at least long term. consumer tech, gig economy, volatility, etc. a lot of shyt can adversely affect this including reopening, consumers and restaurants being tired of fees, industry regulation, a new flavor of the month delivery app, further consolidation of the industry...shyt has gopro, uber, groupon, fitbit, twitter written all over on

Those are bad examples. No one cares about gopro and fitbit, those don't have the impact DD does. Twitter is one-dimensional and doesn't generate revenue like FB. UBER is slowly trending upward like it's supposed to, just because it hasn't to the mooned doesn't mean it's a bad investment.

DD is the top in the sector, no reason why it won't uptrend. Also I believe it will pop because it innovated the space the way TSLA did the EV market. It wasn't the first, but it modernized it and made it viable. DD is the most viable food delivery service especially in light of the quarantine. Look what the Quarantine did for ZM. Anyone who is bearish on DD will be proven wrong. There may be a correction after 3x, but long-term is definitely bullish.

 

[dora_da_destroyer]

Those are bad examples. No one cares about gopro and fitbit, those don't have the impact DD does. Twitter is one-dimensional and doesn't generate revenue like FB. UBER is slowly trending upward like it's supposed to, just because it hasn't to the mooned doesn't mean it's a bad investment.

DD is the top in the sector, no reason why it won't uptrend. Also I believe it will pop because it innovated the space the way TSLA did the EV market. It wasn't the first, but it modernized it and made it viable. DD is the most viable food delivery service especially in light of the quarantine. Look what the Quarantine did for ZM. Anyone who is bearish on DD will be proven wrong. There may be a correction after 3x, but long-term is definitely bullish.

they didn't innovate anything about the space, grubhub, eat 24, caviar, DD all did the same thing. they got the most funding...

food delivery is an easily disrupted space, consumer tech is always more volatile, and you're tripping if you think there won't be more legislation aimed at the gig economy. DD will gain short term off of name recognition, but it's not a long term stock and is not the next BYND.

 

[FabTrey]

I like doordash. i used it all the time.

But im done fukkin with IPO. I'll invest when i only see a clear pass to 10-15x and the hype dies down.

 

[Doomsday]

they didn't innovate anything about the space, grubhub, eat 24, caviar, DD all did the same thing. they got the most funding...

All of those other companies completely changed their apps to resemble DD. The same things your saying was said about FB-- we already had Myspace. Then twitter-- we already had FB. Then Instagram-- we already had Twitter. Then Snapchat-- we already had Instagram. Snapchat was a 1 to 1 rip off of Periscope and still took off. When you do it better, you come out on top.

food delivery is an easily disrupted space,

All social media based inventions are easily disrupted. It's about who does it better.

and you're tripping if you think there won't be more legislation aimed at the gig economy. DD will gain short term off of name recognition, but it's not a long term stock and is not the next BYND.

The politicians are being paid off as we speak. That's why that new law to make drivers employees wasn't passed. DD has big pockets and they will get their way, just like Comcast.

BYND is exactly the same. We already had meatless burger patties and meat substitution. BYND modernized it and innovated the space, just like DD.

 

[bnew]

CBDD was up +120.59% at close. this company has too many outstanding shares to be moving like this

 

[Rickdogg44]

Watching the snowflake dip

 

[Arithmetic]

I like doordash. i used it all the time.

But im done fukkin with IPO. I'll invest when i only see a clear pass to 10-15x and the hype dies down.

Exactly what I did for SNAP.

 

[bnew]

BYND is exactly the same. We already had meatless burger patties and meat substitution. BYND modernized it and innovated the space, just like DD.

when i first became a vegetarian 10 years ago I tried those vegetarian burgers and patties for almost a year off and i eventually stopped because they weren't much good. last week I gave my mom 2 beyondmeat burgers and she said repeatedly said "this is meat", she couldn't believe it was plant based. before that day I only tried a beyondmeat burger from some burger place that was $20/meal a year ago. I think they improved their recipe. the biggest selling point to beyond meat is the taste and eventually the cost which will be less than actual meat through economies of scale.

 

[ill]

Musk to Tesla employees: 'Our stock will immediately get crushed like a souffle under a sledgehammer!' if we don't control costs

 

[FabTrey]

Fam, it really pays when you limit your portfolio to max 12 stocks.

my fidelity has 7 long term stocks

look at FE - he got like 12.
chicken genius got like 4.
solving the money problem got like 3.

i get that it's important to diversify, but try to be extremely picky about what you are investing in. don't keep banging hoes every night and expect all of them to be a wifey material. i tried that with penny stocks and it was a giant fail

 

[FabTrey]

Musk to Tesla employees: 'Our stock will immediately get crushed like a souffle under a sledgehammer!' if we don't control costs

after all the hype and success, the main vision & mission of the company remains - make cheap EV for all. When everybody zigs, tesla zags.

 

[mannyrs13]

Musk to Tesla employees: 'Our stock will immediately get crushed like a souffle under a sledgehammer!' if we don't control costs

Control costs by lowering their pay?


Elon to employees: It's for the greater good.

Employees: