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Latest Reports for Members
The must-own e-commerce stock for 2021?
23 December 2020
Jitse Groen is the Internet billionaire you will not have heard of before. He is the 40-something founder, CEO and major shareholder of Just Eat Takeaway.com, the online food delivery company.
Industry insiders call him "the Jeff Bezos of online food delivery”.
Groen has a 20-year track record of taking aim at new target countries and nuking his local competition. He literally nukes them. The superior firepower of his Amsterdam-based company threatens even the DoorDashs and Uber Eats of this world.
Through his Blitzkrieg-style tactics, Groen has already managed to build the #1 online food delivery company of the Western world. Only China’s Meituan is bigger.
Groen's company is terrible, though, at telling its own story. That’s why the stock market has, so far, largely overlooked the stock.
Things are about to change, and 2021 is about to get hot.
Twitter – the great revival story of 2021?
Ready for the next Fiverr?
Poland's new "Golden Age" for investors
Volkswagen/Porsche SE
Free weekly dispatches
Why banning Trump will be good for Twitter stock
A company upsetting millions of users might actually turn out well for shareholders. Twitter is a great contrarian investment.
Paradigm change for bombed-out junior mining stocks?
I have researched a little-noticed change in the gold mining market. It could soon make fortunes for shareholders of gold exploration companies.
Brexit special: a list of potential British takeover targets
Britain has recently seen a torrent of bids, and more are in the pipeline. Here is a list of ideas on how to benefit from takeover bids.
Is this the must-own e-commerce stock for 2021?
The only way for shareholders of Dutch online food delivery company Just East Takeaway.com is up.
Blogs to watch (part 15): Behind the Balance Sheet
How do you pick winning stocks? Check out high-quality resource “Behind the Balance Sheet” by British finance expert Steve Clapham.
FEMSA: the next e-commerce and fintech giant to emerge from Latin America?
Since I reported about MercadoLibre two years ago, its stock is up 400%. Does a similar development beckon at Mexico’s FEMSA?
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