Buy Hold Rant
Investing Beyond Borders? The Case for Investing in U.S. Companies
10/16/2025, 7:37:10 PM
Economic Summary
- Investors may favor US‑based companies because regular personal use (e.g., Amazon/AMZN) gives a real‑time pulse on customer retention and switching, reducing informational asymmetry and making sell/buy decisions more confident.
- Two comparable delivery platforms (DoorDash/DASH vs Grab/GRAB) show similar multiples, price‑to‑sales ratios, and profitability; geographic focus is the deciding factor, with a US listing preferred despite similar fundamentals.
Bullish
- Daily consumer usage of Amazon provides an informational edge for investors.
- Fundamentals look reasonable; similar multiples and profitability to peers.
- Prefer US‑based DoorDash given comparable valuation metrics.
Bearish
- Limited visibility into foreign companies reduces willingness to invest.
- Prefer DoorDash over Grab due to Grab's non‑US geographic exposure.
Bullish tickers
AMZNDASH
Bearish tickers
GRAB
AMZN
Bullish
Daily personal usage gives investors early signals on customer behavior and potential switching, aiding investment decisions.
Bearish
Less inclined to avoid AMZN; foreign exposure concern doesn't apply, but general caution about non‑US companies noted.
DASH
Bullish
Similar multiples to Grab but US focus provides better informational access and comfort for investors.
Bearish
No strong bearish points raised; preference is for DASH mainly due to US exposure rather than performance concerns.
GRAB
Bullish
Fundamentals and multiples look similar to DoorDash, with comparable profitability and price‑to‑sales metrics.
Bearish
Singapore‑based exposure creates a lack of personal visibility and makes the speaker reluctant to invest.