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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Mike‏ @NonGaap 15 Dec 2019
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      Even if you're not investing in food delivery, the space is pretty interesting to follow. Delivery Hero agrees to buy South Korean rival Woowa.https://www.wsj.com/articles/germanys-delivery-hero-heats-up-global-food-delivery-battle-with-4-billion-south-korea-deal-11576235909 …

      4 replies 3 retweets 20 likes
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    2. Mike‏ @NonGaap 15 Dec 2019
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      This is the same Delivery Hero (22% owned by Naspers) Cat Rock (proponent of Just Eat/Takeaway merger) accused of deliberately driving down Takeaway's stock price. “Delivery Hero structured its share sales in a bizarre and uneconomic fashion..."https://www.marketwatch.com/story/bidding-war-for-just-eat-heats-up-2019-10-28 …

      1 reply 0 retweets 1 like
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    3. Mike‏ @NonGaap 15 Dec 2019
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      Interestingly, Takeaway said only 14% of Just Eat shareholders have backed their takeover offer. Takeaway has extended the deadline for other Just Eat shareholders to accept its offer to December 27.https://www.morningstar.co.uk/uk/news/AN_1576149597788462800/takeawaycom-extends-just-eat-offer-period-as-merger-gathers-pace.aspx …

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    4. Mike‏ @NonGaap 15 Dec 2019
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      If a deal can't get done by Dec 27, the contest could instead be decided by auction.https://www.thisismoney.co.uk/money/markets/article-7786477/Just-Eat-sold-auction-bidders-secure-backing.html …

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    5. Mike‏ @NonGaap 15 Dec 2019
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      If Prosus ends up acquiring Just Eat, things could get interesting. I'd assume Naspers would be very interested/motivated in combining Prosus/Just Eat with Delivery Hero before possibly setting their eyes on a U.S. market that needs to go through its own rationalization.

      1 reply 0 retweets 2 likes
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    6. Mike‏ @NonGaap 15 Dec 2019
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      Hard to see $GRUB staying independent in the global consolidation backdrop. Both DoorDash and Uber Eats can't allow a Prosus/Just Eat/Delivery Hero monster acquire GRUB.

      2 replies 0 retweets 4 likes
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    7. In Practise‏ @_inpractise 16 Dec 2019
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      Replying to @NonGaap

      It’s still not clear to me why global consolidation makes sense?

      4 replies 0 retweets 2 likes
      Molson Hart‏ @Molson_Hart 16 Dec 2019
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      Replying to @_inpractise @NonGaap

      Can I order a sandwich from a restaurant in France?

      6:29 PM - 16 Dec 2019
      1 reply 0 retweets 0 likes
        1. Mike‏ @NonGaap 16 Dec 2019
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          Replying to @Molson_Hart @_inpractise

          Anything is possible with enough money?

          0 replies 0 retweets 1 like
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