DLVHF News and Press, Delivery Hero AG From 02/22/23

Summary DoorDash continues to grow orders with double-digit percentages. Growth in grocery delivery is probably increasing cash burn and lowering adj EBITDA generation. Stock-based compensation expenses continue to be high - and the buybacks offsetting the dilution turn these expens...

Summary Delivery Hero is a company managing food delivery platforms. Technology investor Prosus owns 25% of the company. Delivery Hero's recent trading update contained strong growth numbers considering hard comps. The company's EBITDA margin has increased rapidly, and so cash burn ...

Summary Ocado Group plc missed the mark again in Q4. Decelerating growth poses downside risks to the FY23 guidance and beyond. The premium valuation could come under pressure alongside more downward revisions. On the back of another disappointing trading update in Q4, ...

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...

Delivery Hero ( OTCPK:DLVHF ) is called a standout in JPMorgan's scan of European Internet stocks. Looking at the setup for the last four months of the year, analyst Marcus Diebel and said they continue to like Delivery Hero's strong portfolio of number one positions in emerging...

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...

Delivery Hero has been one of the worst-performing equities on the European stock markets as the company has seen its share price dwindle from €130 to €28. DH's balance sheet is becoming leveraged. DH operates in a lot of emerging markets that require high investment...

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...