Reported 1 day ago
Sands Capital's Q1 2025 investor letter highlights DoorDash as a leading U.S. food delivery platform, showcasing strong growth with a 19% increase in orders and a 56% rise in adjusted EBITDA. DoorDash's market performance, with an 83.36% gain over the past year, suggests continued investor confidence, although some analysts believe AI stocks may offer greater potential for returns. The letter indicates that current estimates may underestimate DoorDash's long-term earnings capabilities.
Source: YAHOO