The Intrinsic Value Podcast 对 $DASH 的判断变化
而且，你还提到了聚合商优步和DoorDash。
And you know, you also mentioned the aggregators Uber and Door Dash.
但现在DoorDash是美国餐饮配送领域的明确市场领导者，他们正真正尝试扩展成为面向所有本地商业形式的物流公司。基本上，就是不仅限于本地餐厅配送的联邦快递，还包括杂货、家用物品如除臭剂、卫生纸、鲜花，以及几乎所有介于两者之间的东西。
他们希望让任何本地企业都能直接将产品送到你家门口。如果这一愿景得以实现，我们谈论的是一个绝对巨大的可寻址市场。DoorDash应该能够在未来很多很多年里强劲增长。
But now that Doish is the clear market leader in the US in meal delivery, they're really trying to expand into being a logistics company to all forms of local commerce. Basically, the FedEx of not just local restaurant delivery, but groceries, household items like deodorant, toilet paper, flowers, and literally everything in between. They want to enable any local business to be able to deliver their products directly to your door. And if that vision comes to fruition, we're talking about an absolutely massive addressable market. Door Dash should be able to grow strongly for many, many years.