The Special Situation Report

The Special Situation Report

Alfred Lin Buys More DoorDash for Sequoia Capital

Insider Weekends

Asif's avatar
Asif
Dec 01, 2025
∙ Paid

DoorDash (DASH): $198.37

Market Cap: $85.49B

Enterprise Value: $83.68

Introduction

A couple of months ago, when covering Lyft (LYFT) as a spotlight idea for our October 2025 Special Situations newsletter, I wrote that Lyft has expansion opportunities along multiple dimensions including geographic diversification through a partnership with Baidu’s self-drivi…

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