DoorDash operates a global commerce meal delivery platform that connects merchants, consumers and independent contractors to consumers. Its marketplace operates under the names DoorDash and Wolt. Its acquisition of Wolt in 2022 has helped DASH expand its reach to Eastern Europe, Japan and smaller Asian countries. The company also offers membership products and services to help merchants advertise and promote on its platform to acquire customers. It was founded in 2013 under the name Palo Alto Delivery, Inc. and changed its name to DoorDash in 2015. It went public in 2020 during the COVID-19 pandemic. Headquartered in San Francisco, CA, the company has over 19,000 employees in over 30 countries.

We've highlighted cautious insider-sentiment for several months now, but also noted that selling by insiders into a consistently rising market is not unusual. So while 'caution' has been our word of choice, we haven't called for a major equity correction. More recently, volatility has spiked in the form of rotation from semiconductors to almost anything else, a belief that the Fed will indeed cut rates in September, the attempted assassination of Donald Trump, a massive IT breakdown that crippled many global entities, and the suspension of Joe Biden's presidential campaign. There are indeed many reasons to feel some uncertainty -- and in keeping with that, the weekly insider-sentiment data from Vickers Stock Research has pushed deeply into bearish territory. But one week is not a trend, and the current data is built on low transaction volume because of trading restrictions during earnings season. So while we're still not ready to ring any alarms -- and might even call any reset in stocks prices healthy for the long term -- we'll continue to monitor the trading activity of corporate insiders to see if this one-week spike shows signs of growing. On a sector basis, selling by insiders last week was greatest in Information Technology, with shares valued at $335 million sold versus less than $9 million bought, followed by Financials ($73 million sold). Meanwhile, buying outpaced selling in Energy and Real Estate. This week, analysts at Vickers highlighted insider transactions of interest at Morgan Stanley (NYSE: MS) and AutoNation Inc. (NYSE: AN

In this edition, Grab Holdings worth grabbing now; examining medical-device makers' moat; a hard look at software makers' moat; and Vesync, Macy's, and Travelers Companies.

In this edition, Grab Holdings worth grabbing now; examining medical-device makers' moat; a hard look at software makers' moat; and Vesync, Macy's, and Travelers Companies.