Ceri Breeze Investment Thesis Last mile delivery has emerged as a standout solutions gap that is constantly requiring the need to be addressed, especially in a post-pandemic world. The solutions gap exists in both ends of the delivery market, namely the supply chain side as well as the consumer retail side where companies such as DoorDash (DASH) and UBER (NYSE:UBER) are heavily investing to expand infrastructure and network capacity to build ramps towards accretive growth. Uber’s rapid investments in th ...