United Health Group has had a decent run recently, showing signs of a turnaround.
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$UBER Versus $DASH - Who Wins
The RoseMay 23, 2026
The creator compares DoorDash (DASH) and Uber (UBER), noting their recent stock pullbacks and differing business models. DoorDash is solely focused on food delivery and is growing rapidly, while Uber has a more diversified business including ride-sharing and food delivery, with a focus on profitability. Valuations and financial metrics are discussed, with DoorDash having a higher forward PE ratio than Uber. The potential disruption from autonomous driving technology is highlighted as a key risk for both companies.
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Tickers discussed in this post
Oscar has performed very well recently, is up 56%, and could become the largest portfolio position.
Google has been a strong performer, with the creator up almost 160% on the position.
AMD has performed exceptionally well, with the creator up 470% on the position, making it their largest.
DoorDash's stock has dropped nearly 43% from its peak, with a market cap under $70 billion, and its high forward PE ratio of 53.48 is still lower than its previous valuation, but it faces disruption risks.
Uber's stock has fallen 28% from its peak, and its forward PE ratio of 21.46 is considered fair given its growth and profitability, though it faces disruption risks from autonomous driving.