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 !!!!!
Introduction
Just 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.
The company
A good starting point for an analysis is this write-up from a US based 2 bn USD hedgefund called “Catrock” which has invested ~30% of its NAV into JET and not surprisingly is very bullish. therefore I will only describe here what I find important.