LongDLG.MILAug 2026
De'Longhi
Voss believes De'Longhi is being valued like a conventional European appliance manufacturer despite transforming into a higher-quality coffee-equipment company. Coffee now…
DLG.MIL
1 published idea on De'Longhi across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on De'Longhi: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Voss believes De'Longhi is being valued like a conventional European appliance manufacturer despite transforming into a higher-quality coffee-equipment company. Coffee now…