No qualifying author-owned investment thesis was confirmed in this post.
The author is explicitly asking for risks before committing to a position, meaning they have not yet formed a definitive investment judgment to buy.
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To me their moat is similar to Google Maps. They know where people are going and know how much people are spending on food.
A 15x PE looks kinda cheap too.
Personal story: I recently tried doing uber eats delivery once on the weekend and they have cash bonus if you make your friend a driver too - demand for drivers means demand from their end users and merchants.
I’m looking for here is for people to name some key risks here. Other wise I have some spare change to pick up on some leaps.