他并不持有 DASH，其评级让他感到害怕，尤其是在当前估值下可以买到 Uber 股票、而后者更合理的情况下；在估值上，他更偏好 Uber 而非 DoorDash。
逐段跳播
所以，你是说Uber、Dordash以及其他公司的成功，意味着无论其他因素如何，Toast都会成功。
So, you're saying that the success of Uber, Dordash, and other companies means the success of Toast regardless of anything else.
与Dash不同，Dash的结构几乎完全相同，但他们从餐厅收入中抽取的比例更高。因此，使用DoorDash应用从Chipotle或其他餐厅订餐时，价格往往会上涨，因为餐厅会说：“我不会承担所有这些费用，但我会让你，作为顾客，来支付它们。”
Unlike Dash, where the structure is almost identical, but they have a higher percentage cut from restaurant revenue. For this reason, the price of ordering food from restaurants like Chipotle or others often increases when using the DoorDash app, because the restaurant says: "I will not bear all these fees, but I will make you, as a customer, pay them."
但你也可以使用其中一些系统，这给了你更多选择。这就是为什么操作系统是餐厅自己的系统，而不是Uber Eats或DoorDash的。它们只是一个配送机制，而Toast仍然是基础。我认为这就是赋予它们力量的原因。
But you can also use some of these systems, which gives you more options. This is why the operating system is the restaurant's own system, and not Uber Eats or DoorDash. They are merely a delivery mechanism, but Toast is still the foundation. I think that's what gave them power.
我不知道你是否也持有DoorDash的股票。我目前还没有持有DoorDash的股票。它的评级让我害怕。是的。尤其是当你可以在这样的估值下买到Uber的股票时，我想。是的。这更有道理。
I do n't know if you own DoorDash shares as well. I do not own DoorDash shares yet. The rating scares me. Yes. Especially when you can get Uber shares at these valuations, I think. Yes. This makes more sense.
这个频道对 $DASH 的历次判断
The Motley Fool 在这只股票上只有这一条判断。