$ROO reported its 1Q21 results. There were a couple of interesting data points but it was within my expectations Misconception on 1Q21 orders growth The one thing that I knew people will get “excited” about was the order growth rate of the UK business. Order growth in 1Q looked high at 121% and uninformed investors got excited. It looked like an acceleration.
What are your thoughts on Uber Eats entering Germany?
Any thoughts on H1?
Your work on these names has been great. I feel like I have learnt so much from reading your posts. Keep up the good work!