In which regions does Nicholas see potential for growth for Delivery Hero?
Delivery Hero CEO Ostberg on $360 Million Deal to Buy InstaShop
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The transcript discusses Delivery Hero's growth, investor confidence, and the impact of COVID-19 on its business. It highlights strategic geographical expansions, particularly in Asia, Latin America, and the Middle East, and the company's focus on profitability through increased order contributions. The vision for Delivery Hero is to deliver anything urgently needed, emphasizing customer experience. The company differentiates itself by offering rapid delivery services, competing with major players like Amazon and Uber.
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What are the key factors that Nicholas believes will lead to profitability for Delivery Hero?
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What is the significance of customer experience according to Nicholas?
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