Instacart Stock: The Sleeping Giant? | CART Stock Explained
Автор: Michael Duke Invests
Загружено: 2025-07-08
Просмотров: 278
Discover why I think Instacart (Maple Bear Inc., ticker: CART) deserves a closer look — especially compared to DoorDash.
In this video, I break down the Instacart business model, recent revenue growth, impressive margins, profitability vs. DoorDash, and the strong balance sheet that makes CART stand out.
We’ll cover:
• How CART’s marketplace network effects work
• Gross transaction value (GTV) trends and pricing power
• Real-world inflation protection for a grocery delivery business
• Valuation compared to DoorDash and why the numbers matter
• Technical trends and where I’d look for an entry
Let me know if you think Instacart is flying under the radar — or if you’d rather bet on DoorDash!
📘 My full research archive:
https://seekingalpha.com/author/micha...
💰 Get $30 OFF Seeking Alpha Premium:
https://www.sahg6dtr.com/44SQ45J/R74QP/
Disclosure: Not investment advice. Always do your own due diligence. I hold no position in CART at the time of recording.
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке: