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Weekly update
Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY
Jan 21, 2025
Netflix•US•Mega CapAppFolioDeliverooYardiThe Trade DeskJust Eat TakeawaycomRealPage
Jan 21, 2025
Deliveroo, Nando's Exclusivity, and UK Food Delivery
Jan 14, 2025
Jan 14, 2025
Just Eat Takeaway vs Wolt Germany & Employed Courier Models
Jan 6, 2025
Jan 6, 2025
Just Eat Takeaway: UK vs EU Courier Models and Delivery Economics
Dec 23, 2024
Dec 23, 2024
Weekly update
Weekly Update: Berkshire Annual Meeting Reflections
May 3, 2022
Acast•SE•Mid CapHagertyDeliverooDigimarcSpotifyGorilla Technology
May 3, 2022
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
May 1, 2022
May 1, 2022
Elmenus & Egyptian Food Delivery
Nov 10, 2021
Nov 10, 2021
Getir & On-Demand Grocery Delivery
Aug 17, 2021
Aug 17, 2021
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Aug 12, 2021
Aug 12, 2021
Slerp & UK White Label Restaurant Food Delivery
May 21, 2021
May 21, 2021
Glovo & EU Convenience Delivery
May 16, 2021
May 16, 2021
Online Food Delivery: A Restaurant's Perspective
Apr 29, 2021
Apr 29, 2021
Online Food Delivery: Spain Labor Law & Market Structure Changes
Apr 18, 2021
Apr 18, 2021
Burger King UK: Offline to Online Food Delivery
Apr 15, 2021
Apr 15, 2021
Just Eat & Online Food Delivery in Spain
Sep 7, 2020
Sep 7, 2020
Scaling Uber EATS in London
Aug 17, 2020
Aug 17, 2020
Deliveroo & Dark Kitchens
Aug 13, 2020
Aug 13, 2020
Online Food Delivery: Marketplaces & Logistics Business Models
Aug 10, 2020
Aug 10, 2020
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