Sitemap - 2021 - Newmoon Capital
[Special situation] Gores Holdings V warrants
Olo part 2 - Value proposition
[Special situation] Global Blue warrants - Asymmetric risk/reward
Deliveroo part 9 - 1Q21 update
Olo part 1 - History of food delivery
Deliveroo part 8 - The aftermath
Deliveroo part 6.b - reply to comment (common pushback)
Deliveroo part 6.a - reply to comment (common pushback)
Deliveroo part 6 - White label killed the delivery star
Deliveroo part 5 - Top 10 red flags
Deliveroo part 4 - Hell is coming. Gross profit might decline by more than 50%
Deliveroo part 3 - How did Deliveroo managed growth in the past
Uber Eats UK part 2 - Market share and future strategy
Uber Eats UK part 1 - Not all share is created equal
Deliveroo part 2 - So what about groceries delivery?