Independent Research, Food Delivery Space, Newmoon Capital

Newmoon Capital

We look for owner-operators in what we believe are either highly defensible assets or soon to be highly defensible assets, trading at a fraction of their future potential.

Independent Research, Food Delivery Space

Deliveroo Part 6 - White Label Killed the Delivery Star

Private Capital Markets

<p>£8bn at the mid-point… that’s pretty high. That prices the company on a much higher valuation than $DASH on a comparable accounting perspective. Also, existing investors which include Will Shu will be selling OVER £600mn shares.</p>

£8bn at the mid-point… that’s pretty high. That prices the company on a much higher valuation than $DASH on a comparable accounting perspective. Also, existing investors which include Will Shu will be selling OVER £600mn shares.

Deliveroo

Deliveroo 7부 - 가치 평가