
DoorDash IPO Puts Waitr on a Roller Coaster
DoorDash DASH (disclosure: no position) has soared on the first day of the IPO to a $60 billion market cap. Having priced at $102 it quickly shot up to $180. This clearly looks like a bubble, but so be it. In contrast to DASH, our pick in this space Waitr Holdings WTRH (disclosure: long) is […]