Instacart vs. DoorDash - Which is the Better Investment Today? (Pt.2)
Summary
* Despite slower growth, CART offers stronger gross margins, a higher ROIC,
investment analysis
Instacart vs. DoorDash - Which is the Better Investment Today? (Pt.1)
Summary
* Instacart (CART) and DoorDash (DASH) are pursuing the online grocery and
Carvana - Deep Dive & Addressing Hindenburg's Short Claims
Summary
* We initiate our coverage on Carvana, diving into the long-term thesis