DELHY News and Press, Delivery Hero From 01/26/23

Ride-hailing and food delivery are two popular investment themes that have gained significant attention in recent years, and key players are generally involved in both […] For further details see: Ridesharing in Focus as Momentum Jumps in Growth Names (WRPT, UBER, LYFT, DASH, DELHY, ...

Summary Food delivery app Deliveroo has seen a sharp drop of 63% over the past year. Numbers like orders and gross transaction value look weaker too, because of a high base. But its revenues, while slightly dated, continued to be strong in the first half of 2022. Its gross profit margin...

Prosus has continued to underperform Tencent's stock, its largest holding. The discount to NAV has continued to increase at a magnificent pace. The market is pricing in no buybacks and more food delivery investments. For further details see: Prosus: Huge Discount Implies...

Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longleaf Partners International Fund dec...

Naspers shares have come under a lot of pressure lately. The company still has solid fundamentals and attractive opportunities. Naspers management has suggested it will take further steps to simplify its corporate structure. For further details see: Alphyn Capital - Nasp...

Alphyn Capital Management, LLC is a registered investment advisor focussed on a) great public companies that have the power to endure, with long runways to grow through reinvesting cash flows at high rates of return, run by talented and aligned operators and b) the occasional special situ...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Strategy outperformance was driven by diversified contrib...

The Omicron variant continues to drive the headlines for the pandemic. Cases and hospitalizations related to Covid-19 are now both at all-time highs on a 7-day rolling average basis. In fact, according to the nation’s leading infectious disease expert, it’s going to get a whole ...

We have seen an explosion in new Covid cases over recent weeks across the developed world. In the US, the 7-day average for new cases has grown from approximately 70k per day to nearly 160k per day in the past two months. That doesn’t even really count the hyper-contagious new Omicron ...

As the Omicron variant starts to take over the headline feed around Covid, investors are left with the need to diversify back into stories that work in pandemic restricted world. The data is unclear, but the broad market sell-off has yet to surface into the divide that defines the Covid winne...