#BEENEXT

Takeaway grabs Grubhub – now what?

Reading Time: 2 minutes Reference material – please refer to previous article on food delivery space consolidation in USA for background. It is official – Grubhub is getting sold (not final yet). From Grubhub’s IR page Just Eat Takeaway.com N.V. (AMS: TKWY, LSE: JET), (the “Company” or “Just Eat Takeaway.com”), and Grubhub Inc. (NYSE: GRUB) (“Grubhub”) have entered into a definitive …

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Shift4: another acquirer coming public?

Reading Time: 3 minutes Shift4 is an integrated payment processing and technology solution provider in USA. It will trade as a public stock tomorrow. In this post, I am sharing some basic stats on the business, what I like and what I think is worth watching in coming years. Key data points: Founded in 1999 by Jared Isaacman at age 16 (biggest …

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Market tanked, now what?

Reading Time: 6 minutes Markets around the world are down anywhere from 20% to 40% YTD causing massive losses for many investors. In past few days, many investors and friends have pinged me so I am writing my thoughts in this post.  Source: Bloomberg I will breakdown post into two segments (1) What is happening and why? (2) Is it time …

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