Month: October 2020

Takeaway.com Update

September 2020 Takeaway.com Update As you may know, Takeaway.com (now Just Eat Takeaway – JET) is one of the largest and longest held long investments in the fund. There have been several developments over the past few months and we wanted to update you on our thinking: what is evolving according to our thesis, what […]

Changing World: Chatbot Commerce

October 4, 2020 Probably all of the readers of this note have been victims of long wait times to reach customer service. Overtime we have noticed that the quality and authority of the customer service representative on the line is deteriorating and only after an issue escalates can we finally get someone that can help […]