Group 1 - DoorDash has seen a significant performance increase of over 120% over the last year, approaching all-time highs, indicating strong market interest and potential growth [1] - The company is viewed as a compelling platform business with a long runway for growth, suggesting that there are still opportunities for expansion and profitability [1] - The author has a background in equity and real estate markets, emphasizing a focus on identifying long-only investment opportunities that provide safe and growing dividends [1] Group 2 - The author has extensive experience in real estate investment, having sourced over $100 million in commercial real estate investments, which adds credibility to the analysis of DoorDash [1] - The emphasis on correlation across asset classes and sectors, along with a background in economics, supports the analysis of market trends and investment strategies [1] - The article aims to provide timely analyses and strategies for investors looking to enhance their portfolios, reflecting a commitment to sharing insights on market opportunities [1]

In this articleDASHTony Xu, co-founder and CEO of DoorDash Inc., smiles during the Wall Street Journal Tech Live conference in Laguna Beach, California, on Oct. 22, 2019.Martina Albertazzi | Bloomberg | Getty ImagesDuring the depths of the Covid pandemic, with restaurants around the country facing an existential crisis, DoorDash CEO Tony Xu had an unconventional proposal. He wanted to cut commissions.Chief Business Officer Keith Yandell worried that such a move would result in a massive hit to profits ahead ...