lonjet
Intro/Background:Q1 2021 hedge fund letters, conferences and more JustEat Takeaway.com (LON:JET) is one of my riskier bets as I outlined in my initial post from January. In a nutshell, the thesis was that JET has reached a dominating position in running a food delivery market place in many countries (among them Germany, UK, Canada etc.), has got an extra kick from Covid-19 lock downs and will begin to make money soon, similar to their home market Netherlands. Within JET’s business, Germany clearly looked like the most promising market as it is a big and growing market and they are the only pla...
ValueWalk
“With freedom set to be pushed back over the horizon, and a four week delay is expected to be announced to the full re-opening of the economy, aviation stocks have been hit with a burst of fresh turbulence. Q1 2021 hedge fund letters, conferences and more Airline Stocks FallAircraft engine manufacturer Rolls Royce and British Airways owner IAG are the biggest early fallers on the FTSE 100 today, with the expectation that continued domestic restrictions are likely to be a sign that quarantine rules will also stay in place for longer, pushing back the recovery for the airline sector. Rolls Royce...
ValueWalk
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