What are your thoughts on their market caps? I think Doordash is definitely overvalued. Food delivery market has a lot of players. I don’t understand why Doordash is valued at $60B while Grubhub is valued at $6B. Revenue growth is higher but next year when covid goes away, it will be likely another Grubhub. I will buy Doordash stock if its market cap drops to $10B.
Airbnb is quite different. I think they will grow more when covid disappears. They don’t have competitors other than hotels. Their current market cap ($90B) is still high though. I think $30-40B might be the fair market cap of Airbnb.
Do you want to buy Doordash and Airbnb now?
#personalfinance #investments
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