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1. | parent_author | "" |
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parent_permlink | walllstreetbets |
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author | cryptoindex |
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permlink | roo-vs-dash---fading-work-at-home-plays---pair-trade-20210407t010219z |
---|
title | "$ROO vs $DASH - Fading work-at-home plays - Pair trade?" |
---|
body | "It seems to me like Deliveroo's IPO had a bad timing, getting caught in the middle of a rotation away from the work-at-home play and towards the economic-recovery play. Similarly, US comp Doordash lost 40% between mid February to mid March. Comparing the two:
**Doordash** (**$DASH**)
* 2020 revenue: $2.9 billion
* 2020 revenue growth (YoY): 226%
* Market cap: $42 billion
* Implied 2020 revenue multiple: 14.5x
**Deliveroo** (**$ROO**)
* 2020 revenue: £1.2 billion
* 2020 revenue growth (YoY): 54.3%
* Market cap: £5.6 billion
* Implied 2020 revenue multiple: 4.7x
So Doordash is trading at 3x the multiple that Deliveroo is trading at, with 4x the growth rate. Also, Doordash is the dominant player in a much larger market. Looks like a pair-trade.
**Thoughts?**
Fyi, losing 30% on its first day of trading, Deliveroo's IPO was the worst first-day performance for any company that IPO-ed with a valuation >£1 billion in London on record." |
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expiration | 2021-04-07 01:12:18 |
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1. | parent_author | "" |
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parent_permlink | ulog |
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author | cyclaire30 |
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permlink | ulog-009-our-family-outing-and-bonding-moments-enjoying-every-second-of-our-life |
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title | "#ULOG 009: Our Family Outing and Bonding Moments - Enjoying Every Second of our Life" |
---|
body | "



<pre><code>
<center><i>*Love & Respect*</i></center>
</code></pre>" |
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transaction_id | 6ef6351ddd4bc2a7d204b585e51bb28dea5eb2e6 |
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block_num | 52,804,425 |
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transaction_num | 18 |
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19. | ref_block_num | 47,943 |
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ref_block_prefix | 1,158,411,052 |
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expiration | 2021-04-07 01:02:53 |
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operations | 0. | 0. | custom_json |
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1. | required_auths | [] |
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required_posting_auths | |
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id | sm_submit_team |
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json | {"trx_id":"944bebf6fa2d4f0fa1551c4fb8c708247e382125","team_hash":"ea061c980141f67dbda35c9c4c747056","summoner":"starter-5o-o-V-L-S","monsters":["C3-97-O9QRH780OW","C3-214-RSMDROOL9C"],"secret":"aA0v2GYXUn","app":"steemmonsters/0.7.0"} |
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extensions | [] |
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signatures | 0. | 203b22875e6d565ce6b6bb8648f55610b830ce9ea372196204961ab18b4628a2a945243be5234b5abbf38cbaa99b954fd5cae4b7b61495a9053b939e3a8088cbf7 |
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transaction_id | 237f0300105a6d99c4029e7441f96996784b76f2 |
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block_num | 52,804,425 |
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transaction_num | 19 |
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