TKAYF News and Press, Takeaway.com NV From 03/02/22

Just Eat Takeaway.com N.V. (GRUB) Q4 2021 Earnings Conference Call March 02, 2022 04:30 AM ET Company Participants Jitse Groen - CEO Brent Wissink - CFO Jorg Gerbig - COO Conference Call Participants Andrew Ross - Barclays Joseph Barnet-Lamb - Crédit Suisse Giles Thorne - Jefferies Andre...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Strategy outperformance was driven by diversified contrib...

Last month, all food delivery and grocery delivery stocks have experienced a significant decline in stock prices. The Information reported that Amazon is supposedly set to significantly ramp up investments in the grocery-delivery market. It is a way for Amazon to achieve once agai...

I believe the market entirely neglects the huge value iFood represents. iFood's valuation is anywhere from $9 billion to $25 billion, and probably in the middle. JET holds a 33% stake. iFood is running a practical monopoly in Brazil. JET's EV is $12.6 billion. For furthe...

DoorDash has acquired Wolt in an $9 billion stock for stock deal. Instantly after the news, DoorDash's stock soared by 15% - adding ~$10 billion in market capitalization. Wolt operates in very competitive food delivery markets. DoorDash acquired Wolt at a hefty valuation multi...

The Fund seeks to generate equity-like returns over the long term, take less risk than the market and avoid permanent impairment of capital. We invest across capital structure, geographies, sectors. The FPA Crescent Fund – Institutional Class declined -0.25% in 2021’s th...

The Covid-19 pandemic health crisis has a footprint that will firmly entrench itself in the history of human civilization. The terrain of the future will be forever altered because every single person in the world – over 8 billion individuals – went through a crisis that present...

Merging with Grubhub was a necessity to avoid giving Uber valuable profit pools which it could reinvest in Europe. Cat Rock was Takeaway's biggest most vocal supporter during the Grubhub merger calling it a "masterstroke". After the Capital Market's day of Takeaway, Cat Rock sent ...

Just Eat Takeaway N.V. or GRUB in the United States is a Dutch dot-com business specializing in online food ordering and delivering outstanding growth to shareholders. If Just Eat’s supply expansion and brand awareness efforts successfully work in some countries, they will...

Deliveroo is one of the largest food delivery platforms in Europe. The bullish thesis is that Deliveroo will continue to differentiate itself from the competition through innovation and its strong brand. I foresee multiple risks to Deliveroo. First of all, the employment model. Se...