July 17, 2026
Yesterday, Uber Technologies (UBER; $74.03; O/P) announced it “crossed the finish line” in its well-publicized pursuit to acquire Delivery Hero (DHER.DE; €38.20; NR), which we were surprised to see be met with limited enthusiasm by…
April 9, 2026
This morning’s Shareholder Letter from Amazon’s (AMZN; $233.65; NR) CEO Andy Jassy, highlighted how the company continues to pursue multiple paths in pursuit of building out a full-fledged on-demand grocery delivery service, which we think…