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Delivery Hero: Operational Improvements But Still Many Uncertainties
Seeking Alpha·2025-09-25 14:44

My last article on Delivery Hero ( OTCPK:DLVHF ) dates back to February 2024, and I thought it was time to update the analysis given the various developments that have taken place. The previous articleI like to call myself a value investor because I try to invest in great companies by paying them less than they are worth to have a margin of safety. The first thing I think about before investing in a company is the potential loss I can incur and the likelihood of this occurring. I don't see volatility as a r ...