DLVHF News and Press, Delivery Hero AG From 03/16/20

In the current market downdraft, investors may be thinking about what kinds of businesses will benefit from the stay-at-home economy. Those could be companies to put on your watch list right now as the market tries to find its footing. One interesting candidate is Chinese tech giant Tencent ...

Delivery Hero( OTCPK:DLVHF ) has performed incredibly well in 2019, increasing nearly 150% in the year. While its leadership position in the fast growing food delivery market as well as the strong performance it has shown in recent quarters warrants a high valuation, we believe the current v...

Technology investor and holding company Prosus NV ( PROSF ; PROSY ) is currently competing with Takeaway.com NV ( TKAYF ) to takeover food delivery company Just Eat Plc ( JSTLF ). The outcome is, as of yet, unclear. While, at the moment, Prosus offers a higher valuation and has increased its ...

Six months have passed from the start of our EPV portfolio . Our portfolio returned 5.24% overall from inception, while our benchmark returned 3.64%. Our short position returned around 10.7%, while our long position had a smaller 1.8% return. Even if the long ideas did not generate much...