VANGUARDS

VANGUARDS

The Briefing

The Briefing: When Investors Get Cold Feet

Issue #2025W45.6 / November 6, 2025

David Nagtzaam's avatar
David Nagtzaam
Nov 06, 2025
∙ Paid

Hi There 👋

Wall Street is developing a nervous twitch about corporate investment, and yesterday’s market reactions told two very different stories about what sells and what doesn’t.

DoorDash found itself in an uncomfortable position during its earnings call. The food delivery company—which generates around $2 billion (€1.7 billion) in annual free cash fl…

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