DASH (US)


July 17, 2026

UBER: Muted Reaction to Delivery Hero Deal Adds to Buying Opportunity

By Steven Fox

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…

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April 9, 2026

CART: Some More on the AMZN Competitive Front

By Steven Fox

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…

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