I’m with @Coolsmp - I want my investments to feel less parasitic and with some kind of a moat. I mean this not to sound like a hot take and I’m far from a 100% ESG investor but -
- They lost money in a pandemic when people were locked in their homes and relied on them for a treat / meal.
- Neither their restaurant partners or (stifled snigger) self employed riders have any loyalties to Deliveroo.
- They’ve just built a software platform the gets around minimum wage laws and done some pretty marketing.