Joseph Carlson After Hours on $DASH (Nov 2, 2026)

This is what funded my investments in Dor Dash and Uber.

Finally, we have Dur Dash, the smallest company in my portfolio today, with a financial position of $23,000 and earnings of $1,600, and I have a very similar opinion about Dur Dash.

I believe that these two companies have extremely high upside potential . For example, my fair value for the role of Dash is $250.

If you look at today's price-to-earnings ratios and valuation metrics, it doesn't seem to make sense, because it has a very high price-to-earnings ratio. However, you need to know how these companies operate.

They are not focused on improving profits today. These companies are in a position to dominate the market. They want to acquire the largest possible networks. Therefore , some investors focus on short-term price-to-earnings ratios for the next 12 months , while management does not care about that.

They are not working on improving costs, expenses, or operating margins. They are working on improving growth and capturing market share.

We can see that with DoorDash. They recently signed an agreement to buy Instacart. That's a huge deal. Instacart will give them a way to continue growing in the retail sector alongside restaurant delivery.

Therefore, that would be a huge win for DoorDash. Again, this will disrupt some metrics in the short term, but it will make it a huge network company that they can leverage to boost margins, operational efficiency and all that.

So, when I look at this company, I think it's worth $250 today. This means potential gains of approximately 33%.