Takeaway.com – August 2018


This month we will take a deeper look at our investment in Takeaway.com (“Takeaway”). Our thesis provides a good illustration of what Somar looks for in a long investment:

  • Order of magnitude growth opportunity driven by material improvements to the available customer value proposition
  • Highly attractive and defensible business model
  • Capable and strongly aligned management team
Read more

Leave a Reply

Your email address will not be published. Required fields are marked *