DLVHF News and Press, Delivery Hero AG From 04/26/22

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...

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. We are encouraged by the resilience of the companies we h...

OGIG adds a quality ingredient to the global tech growth investing. A cash-burn factor is what I especially like about its sophisticated strategy. I truly appreciate the fund's tilt towards names with strong growth prospects, though its quality is much weaker compared to the bellw...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips When most people hear the term “on-demand,” they probably think of streaming services. However, ProShares uses a much broader definition for its new ProShares On-Demand ETF (NYSEARCA: OND ). It describ...

DoorDash has acquired Wolt in an $9 billion stock for stock deal. Instantly after the news, DoorDash's stock soared by 15% - adding ~$10 billion in market capitalization. Wolt operates in very competitive food delivery markets. DoorDash acquired Wolt at a hefty valuation multi...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips The food delivery industry has truly boomed since the start of the Covid-19 pandemic. As we approach 2022, cases and hospitalizations may be decreasing, but America’s reliance on the companies that kept them fed has ...

Naspers is a spawner with an impressive track record. Management has an owner's mentality and is aligned with the interests of shareholders. The stock trades at a large discount to the company's NAV, providing a margin of safety for value investors. There are no clear catalysts fo...

Prosus is one of the largest technology investors in the world. The discount to net asset value has become too large. Prosus has initiated a buyback program. Prosus has sold a 2% stake in Tencent. In addition to Prosus, Tencent is probably selling at a meaningful discount ...

My initial post on Delivery Hero was published as its US competitor DoorDash had just gone public. Since then, both firms have extensively underperformed the broad market. With a business model primed on raising cheap capital and buying its way to consumer hearts, delivery firms h...