Marcus Diebel & Josef Schmalfuss

Managing Director, Head of European Internet Equity Research - JPMorgan

Food Delivery - Current Valuations and How to Track Key Kpis

The Food Delivery outlook looks bright and the sector has been attracting high levels of funding in recent years given ample of structural growth opportunities. This session provides an overview about investor perception, the development of sector valuations and how to track company's KPI to make well informed investor decisions.

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Marcus Diebel has been part of the JP Morgan Equity Research department for more than 12 years, where, today, his coverage universe is largely focused on the European Internet space. His team has been consistently ranked top 3 in the European Institutional Investors survey for Internet with Marcus consecutively ranked number 1 individual Internet analyst for the last 6 years. Marcus covers a global client base and provides insights in the areas of e-commerce, food delivery and online classifieds. Prior to joining JP Morgan in 2007, Marcus worked for KPMG Corporate Finance and Krueger stock brokers in Hamburg, Germany and holds an MSc from Goethe Business School in Frankfurt. He is based and lives in London.

Josef is a recognised industry leader in Alternative Data for Fundamental Investing. He has spent twelve years as an equity investor, seven years as a hedge fund partner – and is an industry pioneer in using alternative data, having created trackers in-house before the alternative industry even existed. Josef is a regularly invited Conference Speaker, Alt Data Shark Tank Judge, and Guest Lecturer at The University of Oxford for “Alternative Data for Fundamental Investing”.

Marcus Diebel & Josef Schmalfuss

Managing Director, Head of European Internet Equity Research - JPMorgan

Food Delivery - Current Valuations and How to Track Key Kpis

About Marcus Diebel & Josef Schmalfuss