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Analysis of unicorns, and other large, disruptive private companies

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

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 PLC provides software solutions. The Company offers an online food delivery platform which allows users to order meals from partner restaurants, grocery stores, and other food suppliers. Deliveroo serves customers worldwide.

Just Eat Takeaway.com N.V. is an online food ordering company. The Company offers mobile application for ordering and delivering of food and beverages. Just Eat Takeaway.com serves customers worldwide.

Lyft, Inc. provides online ridesharing services. The Company offers ride booking, payment processing, and car transportation services. Lyft serves customers in the United States.

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.

Uber Technologies Inc provides ride hailing services. The Company develops applications for road transportation, navigation, ride sharing, and payment processing solutions. Uber Technologies serves customers worldwide.

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.

Health Care

Consumer Discretionary

Information Technology

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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
• Newmoon Capital

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