Long

$DHER to $40

- i.e Delivery Hero is working towards profitability and exiting markets where it doesn't want to burn on operations.
- Company is becoming leaner, meaner and strategic in areas where it operates and dominates.
- Region MENA is growing (31% YoY)
- It has nice free cash flow per share growth. posted ~227% YoY growth in free cash flow, putting it in the top 10% of its peers, well above its 3‑year average of ~32% .

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North American Investors get to diversify their investments in an international markets with depressed valuation but improving fundamentals

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If it was trading in NASDAQ, it would have at least 3-5X more valuation. European markets are so cheap imo but that calls for an investment opportunity :)

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Happy Camper here 🏕️

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Bearish to Bullish momentum shift is taking place

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- good earnings, liquidity is always lower in European markets but uptrend in tact!
- I seriously think that should seriously consider trading at NASDAQ to get good liquidity and some multiple appreciation.

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- Let's go , fundamentals are getting better. Latest earning had amazing growth. FX rates was a drag but other than that it was amazing

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is on it's journey of 2x before year end 2026

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breakout is in progress. Say hi to 30s!

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- is super undervalued. It has broken 200 days weekly average on 18 May, 2026

bigbull037

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bigbull037

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