Just EAT Takeaway.com – Just another roll-up or long term growth opportunity?
Health Warning: This is not investment advise. PLEASE DO YOUR OWN RESEARCH !!!!! Q3 2020 hedge fund letters, conferences and more IntroductionJust Eat Takeaway.com or “JET” is another of these stocks that popped up from different “high quality” sources. A few friends mentioned the stock, most recently Swen Lorenz featured JET (behind paywall). By coincidence I am also a relatively happy user of their service, especially since the lock downs started. Just EAT Takeaway.com - The CompanyA good starting point for an analysis is this write-up from a US based 2 bn USD hedgefund called “Catrock” whic...