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2024 13D Monitor Active-Passive Investor Summit: Scott Ferguson Is Bullish On Deliveroo

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Michelle deBoer-Jones
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Scott Ferguson on Deliveroo

In the food delivery business, DoorDash tends to get the lion's share of the attention, particularly on Wall Street. However, another delivery business might make a great stock pick, according to one manager.

At the 2024 13D Monitor Active-Passive Investor Summit, Scott Ferguson of Sachem Head Capital presented his thesis for a stock in the U.K. — one of two countries he said where equity value "goes to die."

Deliveroo ROO

Deliveroo

Deliveroo is the U.K.'s DoorDash. Ferguson described Sachem Head as an "engaged investor" in Deliveroo.

He said...

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.