Uber Technologies / Delivery Hero: Paid to Wait
Delivery Hero's discount to Uber's cash offer has widened. The formal offer document provides some clues as to why — and whether the risk/reward...
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Delivery Hero SE (DHER GR): Synthetic Expert Call Transcript (29 Aug 2026)
Complex Takeover Arbitrage to Clear Antitrust: The July 2026 Uber takeover offer of €41.50 per share (valuing Delivery Hero’s equity at €13.0...
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Uber Technologies / Delivery Hero: The Last Mile
Uber has agreed to acquire Delivery Hero for €41.50/share. The price is straightforward; the transaction structure is not. That is where most of...
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Delivery Hero SE (DHER GR): Synthetic Expert Call Transcript (15 Jul 2026)
€40/Share is the Board's Strategic Floor: The rumored €40.00 valuation anchor is financially justified by Delivery Hero’s sum-of-the-parts (SOTP)...
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Uber Technologies / Delivery Hero: Negotiations Move Centre Stage
Delivery Hero has confirmed advanced negotiations with Uber. The announcement answers one question, but leaves the most important one unresolved.
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