接下来，是我个人最喜欢的公司之一，DoorDash。看到Duolingo和DoorDash放在一起有点好笑。这两家公司中，一家是基于人们会自我提升的理念。他们每天学习新东西。他们会说新语言。
他们会练习数学。他们会练习国际象棋或其他脑力锻炼。这是一个健康的产品，试图让人们做更好的事情。而DoorDash是一个把食物送到你家门口的产品，这样你在生活中只需付出最少的努力。
它们处于硬币的两面。到目前为止，便利性占了上风。DoorDash是一家在很短的时间内获得了非常高回报的公司。我投资这家公司才几个月。它已经上涨了31%，即6,700美元。现在它已经增长为一个28,000美元的仓位。
这是一个1.9%权重的持仓。所以DoorDash表现很好。股价在快速上涨。我觉得我在这只股票上把握住了入场时机，买入得很好。我之前在ASML接近每股2,000美元时减持，把额外的现金投入了这里，目前获得了更高的回报。
我要为这只股票设定一个激进的目标。DoorDash需要跌至每股120美元，才能获得额外的1万美元。这大约是47%的跌幅。考虑到DoorDash目前的高估值，我需要它下跌，以便我能采取更保守的方法。
如果我们假设每股收益增长率为28%，那么以120美元买入该股，未来5年将产生15%的复合回报。
Next up, we have one of my personal favorites, which is Door Dash. And it's a bit funny to see Duolingo next to Door Dash. One of these companies is based on the idea that people will better themselves. They'll learn something every day. They'll speak new languages. They'll practice math. They'll practice chess or something that's a brain exercise. It's a healthy product trying to get people to do something better. And then Door Dash is a product that delivers food to your doorstep so that you have to put minimal effort into life. They're on opposite sides of the coin. And so far, that convenience is winning out. Door Dash is a company that has earned a very high return in a very short amount of time. I've only been invested in this company for a couple months. It's already up 31% or $6,700. So now it's grown into a $28,000 position. It's a 1.9% weighted holding. So Door Dash is doing great. The stock price is racing up. This is one where I feel like I timed my entry point and buy into it really well. I had trimmed ASML towards $2,000 per share and put that additional cash and it's earned a higher return so far. I'm going to set an aggressive target for this one. Door Dash will need to trade down to $120 per share to get the additional $10,000. That's around a 47% decline. With the high-flying valuation of Door Dash today, I need it to come down so that I can get a more conservative approach here. If we assume a 28% earnings per share growth rate, that means that buying the stock at $120 would produce 15% compounded returns over the next 5 years.