Vince Lorusso On Changebridge Capital's Short Position On Doordash

Vince Lorusso, Co-Founder & Portfolio Manager of Changebridge Capital, says that Doordash will have difficult times ahead with the reopening of restaurants. He feels they will have a hard time growing into the valuation that the market has for them and that extraordinary growth rates may begin to normalize upon reopening. They are long Expedia and feels Expedia is still quite cheap compared to Airbnb.

Market On Close

09 Mar 2021

ON AIR
7:00 am
Market Overtime
replay

Get Market Minute

Daily insights for every investor

FOLLOW US

Vince Lorusso On Changebridge Capital's Short Position On Doordash

Vince Lorusso, Co-Founder & Portfolio Manager of Changebridge Capital, says that Doordash will have difficult times ahead with the reopening of restaurants. He feels they will have a hard time growing into the valuation that the market has for them and that extraordinary growth rates may begin to normalize upon reopening. They are long Expedia and feels Expedia is still quite cheap compared to Airbnb.

Market On Close

09 Mar 2021

ON AIR
7:00 am
Market Overtime
replay

Get Market Minute

Daily insights for every investor

FOLLOW US