In the Markets with Fred & Rory

April 2021: Deliveroo or Deliveroops?

April 08, 2021 Church House Investment Management Ltd Season 1 Episode 5
In the Markets with Fred & Rory
April 2021: Deliveroo or Deliveroops?
Chapters
In the Markets with Fred & Rory
April 2021: Deliveroo or Deliveroops?
Apr 08, 2021 Season 1 Episode 5
Church House Investment Management Ltd

Deliveroo hit the UK market with one of the biggest IPOs we have seen in the last ten years, on Wednesday, 31st March. In this episode, Fred and Rory analyse why it was so overvalued, what went wrong and why we didn't invest, although we do believe it to be a good quality business. But the question remains: has Deliveroo peaked?

Show Notes

Deliveroo hit the UK market with one of the biggest IPOs we have seen in the last ten years, on Wednesday, 31st March. In this episode, Fred and Rory analyse why it was so overvalued, what went wrong and why we didn't invest, although we do believe it to be a good quality business. But the question remains: has Deliveroo peaked?