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 stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on De'Longhi: the full investment 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…