Contextualizing EM Investment Opportunities, Pyramids and Pagodas

Pyramids and Pagodas

Contextualizing EM Investment Opportunities

Established in 2022, Pyramids and Pagodas aims to cover underreported trends and companies across emerging markets (“EM”), with a particular focus on Asia and the Middle East. Our content targets a broad audience of investors and anyone seeking to capitalize on or learn more about undervalued investment opportunities in these regions. We have skin in the game for these ideas with a view to build a strong track record with demonstrable returns in the long run.

Thematic (Sector/Industry)

From September to October, Desertfox spent 1 month in Riyadh, the capital of Saudi Arabia. This is the final piece concluding a two-part Series covering Desertfox’s recent trip to Riyadh, during which he gained interesting insights into how Saudi Arabia’s soft power push translated to real life experience working with the Saudi public sector, how this might benefit a Hong Kong-listed proxy, and the notable rise of Chinese automakers on the Kingdom’s streets.

From September to October, Desertfox spent 1 month in Riyadh, the capital of Saudi Arabia. This is the final piece concluding a two-part Series covering Desertfox’s recent trip to Riyadh, during which he gained interesting insights into how Saudi Arabia’s soft power push translated to real life experience working with the Saudi public sector, how this might benefit a Hong Kong-listed proxy, and the notable rise of Chinese automakers on the Kingdom’s streets.

Roving Around Riyadh - A Look into a Kingdom Forging its Future Through Reform (Part 2)

Research from Tech in Asia, Tech in Asia

Tech in Asia

Research from Tech in Asia

Tech in Asia (YC W15) is the largest English-language technology media company that focuses on Asia. From the latest news to the hottest trends and the boldest startups to the strongest titans, we cover everything tech in the region. Our goal is to build and serve Asia’s tech and startup community.

News from Tech in Asia

<ul><li>In 2022, Southeast Asia’s food delivery expenditure reached US$16.3 billion, growing by 5%, a report by Momentum Works showed.</li><li>For the first time in three years, this growth was largely driven by smaller food delivery markets, namely the Philippines, Malaysia, and Vietnam.</li><li>'Meanwhile, Singapore, Indonesia, and Thailand recorded a decline in gross merchandise value (GMV) in the past year.</li></ul>

In 2022, Southeast Asia’s food delivery expenditure reached US$16.3 billion, growing by 5%, a report by Momentum Works showed.For the first time in three years, this growth was largely driven by smaller food delivery markets, namely the Philippines, Malaysia, and Vietnam.'Meanwhile, Singapore, Indonesia, and Thailand recorded a decline in gross merchandise value (GMV) in the past year.

SEA Food Delivery Spending Tops $16.3b in 2022: Report

Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic outright.  During the case, Epic Games outlined Google’s plans to develop “a series of internal projects to address the ‘contagion’ it perceived from efforts by Epic and others to offer consumers and developers competitive alternatives and has even contemplated buying some or all of Epic to squelch this threat”.

Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic outright.  During the case, Epic Games outlined Google’s plans to develop “a series of internal projects to address the ‘contagion’ it perceived from efforts by Epic and others to offer consumers and developers competitive alternatives and has even contemplated buying some or all of Epic to squelch this threat”.

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Delivery Hero is a food and grocery delivery service founded in Berlin in 2011 with a leading position in 56 countries</li><li>Despite being publicly traded and having a market cap of around €7.5bn, the company faces challenges such as being lossmaking and having significant net debt</li><li>With concerns about liquidity, cash burn, regulatory issues, and intense competition in the market, Delivery Hero may be at risk of a significant price correction</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Delivery Hero is a food and grocery delivery service founded in Berlin in 2011 with a leading position in 56 countriesDespite being publicly traded and having a market cap of around €7.5bn, the company faces challenges such as being lossmaking and having significant net debtWith concerns about liquidity, cash burn, regulatory issues, and intense competition in the market, Delivery Hero may be at risk of a significant price correctionThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Delivery Hero Se (DLVHF) - Thursday, Mar 28, 2024

Key points (machine generated)<ul><li>Delivery Hero is a dominant player in the global food delivery industry, operating in 74 countries and serving over 2 billion people with more than 3 billion annual orders.</li><li>The company's market leadership is crucial for generating strong economic profits in the food delivery sector due to the network effects and scale advantages it provides.</li><li>Delivery Hero's extensive selection of restaurants and dense delivery fleet enables them to deliver food quickly, maintaining its temperature and at a lower cost compared to competitors. However, despite these advantages, its profit outlook is concerning, casting doubts on its high enterprise value.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Delivery Hero is a dominant player in the global food delivery industry, operating in 74 countries and serving over 2 billion people with more than 3 billion annual orders.The company's market leadership is crucial for generating strong economic profits in the food delivery sector due to the network effects and scale advantages it provides.Delivery Hero's extensive selection of restaurants and dense delivery fleet enables them to deliver food quickly, maintaining its temperature and at a lower cost compared to competitors. However, despite these advantages, its profit outlook is concerning, casting doubts on its high enterprise value.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Delivery Hero Ag (DELHY) - Wednesday, Oct 18, 2023

Germany

Delivery Hero SE offers e-commerce services. The Company provides online food ordering services. Delivery Hero serves customers Germany.

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Delivery Hero SE (DHER GR)

Roving Around Riyadh - A Look into a Kingdom Forging its Future Through Reform (Part 2)

From September to October, Desertfox spent 1 month in Riyadh, the capital of Saudi Arabia. This is the final piece concluding a two-part Series...

Pyramids and Pagodas

SEA Food Delivery Spending Tops $16.3b in 2022: Report

In 2022, Southeast Asia’s food delivery expenditure reached US$16.3 billion, growing by 5%, a report by Momentum Works showed.

Tech in Asia

Weekly Innovation Review (WIRE) #44

Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic...

Granite Bay Capital

Delivery Hero Se (DLVHF) - Thursday, Mar 28, 2024

Despite being publicly traded and having a market cap of around €7.5bn, the company faces challenges such as being lossmaking and having...

Value Investors Club (VIC)

Delivery Hero Ag (DELHY) - Wednesday, Oct 18, 2023

Delivery Hero is a dominant player in the global food delivery industry, operating in 74 countries and serving over 2 billion people with more than...

Value Investors Club (VIC)

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