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LIVE NOW
The Call @ Hedgeye | April 30, 2024

Takeaway: Just Eat Takeaway is on our LONG list. We are hosting a Black Book presentation today June 8th at 10AM EST.

Restaurants Subscribers CLICK HERE for webcast access and materials link.

Participating Dialing Instructions

Toll:

UK: 0

Confirmation Number: 13720262

There are numerous ways to get paid being long TKWY:

  1. Was buying GRUB a gold mine and will it lead to significant upside? (20% chance)
  2. Activist gets involved in TKWY to focus on profitability and sale of ifood.  (30% chance)
  3. Sale of the ifood stake to Prosus. (better than 50% chance)
  4. Prosus makes a bid. (better than 50% chance)

HAPPENING IN 10 MINUTES | TKWY BLACKBOOK - tkwy slide