Door Dash 基本面强劲，继续持有该仓位。
逐段跳播
最后，我们来看Door Dash和Uber，持仓13和14。Uber略微亏损。Door Dash略微盈利。两者的仓位都在2.2万美元左右，合计约占3%。
Now, finally, we get to Door Dash and Uber holding 13 and 14. Uber's slightly in the red. Door Dash is slightly in the green. Both of them are around a $22,000 position, around 3% combined.
Door Dash在过去一个月也下跌了。纽约市通过了针对它们的监管以及其他一些事情。当我们看Door Dash时，我们看到贡献利润率在上升，意味着它们每单赚的钱更多了。参与其计划的人数持续攀升。
所以现在它们有3500万会员，属于Dash Pass或不同的相关会员计划。月活跃用户持续上升。按地区划分的营收在国际和美国国内都在增长。总订单量继续疯狂攀升。我喜欢这家公司我所看到的一切。我会继续持有它。
Door Dash also traded down over the past month. There's been regulation in New York City passed against them and other things. When we look at Door Dash, we have the contribution margin moving upwards, meaning they're making more money per order.
We have the amount of people on their program continuing to climb. So now they have 35 million members under Dash Pass or different related memberships. The monthly active users continues to go up.
The revenue by geography is increasing internationally and within the United States. We have total orders continuing to climb like crazy. I like everything I see with this company. I'm continuing to hold it.
这个频道对 $DASH 的历次判断
Joseph Carlson After Hours 在这只股票上共 2 条判断，这里只列相邻的几条。