DoorDash
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 29, 2021 by Jeff Hausenbold · said 14 times in 9 episodes since 2021 · across every show →
Mentions by year
brought up most by Jeff Hausenbold (4), Tom Lenehan (2), Ted Seides (1), Savneet Singh (1), Satya Patel (1), Paul Salem (1), Christopher Zook (1), Barry Sternlicht (1)
tap a year for its mentions
2023 2 mentions in 2 episodes 1 per episode
2022 2 mentions in 1 episode
2021 10 mentions in 6 episodes 2 per episode
- Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
- Satya Patel – Homebrew (Manager Meetings, EP.18)
- Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
- every mention in 2021, scene by scene →
Everything said about DoorDash, oldest first
Mar 29, 2021 bullish
Housenbold: SoftBank made roughly $12 billion in profit on DoorDash
“So for example, I put roughly six hundred million dollars into DoorDash and got a 17 or 18 X. My dear friend Pagemon at Pear put two million in and got like a 300 X. But the quantum of dollars, we made about twelve billion dollars in profit today on that inves…”
Apr 18, 2022 bearish
Lenehan: Widespread inflation across corporate operating costs is not temporary
“I was speaking to somebody yesterday who has a public investment, I think, in DoorDash, and he talks to that management team quite often, and the inflation that they're feeling is everywhere. It is in the packaging of the materials. It is in the food costs. It…”