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KnowHow Capital
Mar 24, 2021
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Free Rider - Post pandemic resurgence to drive at least 40% upside

Since the pandemic, the Uber Eats delivery business has grown 3x in size. Today, it is almost double the size of European listed peer Delivery Hero. In our SOTP, Uber Eats alone represents nearly half the Uber market cap. On the other side of the c…

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