Actionable bottom-up long/short Insights on equities

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Analysis of unicorns, and other large, disruptive private companies

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Owens & Minor, Inc. distributes medical/surgical supplies throughout the United States.  The Company's customers include hospitals, integrated healthcare systems, and group purchasing organizations.  Owens & Minor also provides services in supply chain management, logistics, and technology.

Deliveroo is a British online food delivery company that connects consumers with local restaurants, grocery stores, and retailers through its online platform and mobile app. The company offers on-demand delivery services, including restaurant meals, groceries, and retail products, and operates a subscription program called Deliveroo Plus. Deliveroo also utilizes 'dark kitchens' (Deliveroo Editions) for delivery-only meals and provides data insights to partner businesses to optimize their offerings. Headquartered in London, United Kingdom, Deliveroo was founded in 2013.

Siemens Energy AG operates as a renewable energy company. The Company offers power generation and transmission, technical consultancy, and operation and maintenance services. Siemens Energy serves customers worldwide.

Eastside Distilling, Inc. produces hand-crafted spirits in Southeast Portland. The Company also offers tours and tasting.

Just Eat Takeaway.com N.V. is a Dutch multinational online food ordering and delivery company that operates as a global marketplace. It connects consumers with restaurant, grocery, and retail partners through its platforms, offering a wide variety of food choices and convenience products. The company is headquartered in Amsterdam, Netherlands, and was founded in 2000.

DoorDash, Inc. provides restaurant food delivery services. The Company develops technology to connect customers with merchants through an on-demand food delivery application. DoorDash serves customers in the United States.

Olo Inc. provides software solutions. The Company develops cloud-based, on-demand commerce platform for multi-location restaurant brands. Olo serves customers worldwide.

Global Blue Group Holding AG provides information technology services. The Company offers tax free shopping technology and payments, smart data, targeted marketing, and business intelligence solutions. Global Blue Group Holding serves customers worldwide.

Gores Holdings V, Inc. operates as a blank check company. The Company aims to acquire one and more businesses and assets, via a merger, capital stock exchange, asset acquisition, stock purchase, and reorganization.

Ardagh Metal Packaging SA is a global supplier of recyclable beverage cans. The Company supplies beverage cans to CSD, beer, sparkling water, energy and other brands in Europe, the United States and Brazil.

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Independent Research, Food Delivery Space

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.

Newmoon Capital
Independent Research, Food Delivery Space
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