$DoorDash (DASH.US)$
The reason it dropped a lot is because SoftBank sold 10,000,000 shares on 10/27th. Interesting thing is DoorDash COO sold 44,000 shares right after SoftBank sell.
https://www.sec.gov/Archives/edgar/data/1731509/000089924321042026/xslF345X03/doc4.xml
Note: SVF Fast is owned by SoftBank.
The reason it dropped a lot is because SoftBank sold 10,000,000 shares on 10/27th. Interesting thing is DoorDash COO sold 44,000 shares right after SoftBank sell.
https://www.sec.gov/Archives/edgar/data/1731509/000089924321042026/xslF345X03/doc4.xml
Note: SVF Fast is owned by SoftBank.
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$DoorDash (DASH.US)$ 通脹背景下看空delivery 行業,不知道大家有沒有發現,這些delivery上的食品的標價都是高於餐廳實際標價的,實測Uber eats上一個25的小吃,餐廳價只要17。而且他們的可運送距離又不遠,在物價高漲的現在用戶會越來越選擇自己pick up.
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