Toon Gyssels

CEO, Talabat
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
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30d 0
90d 0
Best Calls
TALABAT long +11.7%
Worst Calls
No live losers yet
Most Mentioned
TALABAT ×1
Recent Calls
TALABAT long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return +11.7% Long Return +11.7% Short Return -
Average Return
7d -6.1%
30d -7.4%
90d —
Result
Result
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Thesis
Theme
Source
TALABAT Talabat Talabat
Long
Feb 16
$0.79
+11.7%
Talabat reported $451M in adjusted profit (+15% YoY) and plans to pay out 90% of net earnings as dividends. They are investing $100M into grocery/dark stores. The company is balancing high growth (investing in grocery) with high shareholder returns (90% payout ratio). Dominant market share in the Gulf allows them to maintain pricing power despite competition. LONG Talabat (or parent Delivery Hero if Talabat unavailable) for yield and regional growth. Intense competition from new entrants (M1, Chinese players) eroding margins.
Talabat reported $451M in adjusted profit (+15% YoY) and plans to pay out 90% of net earnings as dividends. They are investing $100M into grocery/dark stores. The company is balancing high growth (investing in grocery) with high shareholder returns (90% payout ratio). Dominant market share in the Gulf allows them to maintain pricing power despite competition. LONG Talabat (or parent Delivery Hero if Talabat unavailable) for yield and regional growth. Intense competition from new entrants (M1, Chinese players) eroding margins.
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