Typically, I invest in businesses with a 5 years horizon, but sometimes I’d like to allocate a small part of my portfolio for what I call “special situations”. These are ideas that I think have potential for high returns short- term. To be very frank, this is a way to simply scratch my itch by researching something completely new to expand my circle of competence, and at the same time have the potential to be rewarded quickly, yet keeping the rest of my portfolio intact. Anyway, I think GRSV seems like a great potential target. (h/t @contralculator for bringing my attention to this). As with my other ideas, all feedback is appreciated, especially if you have some opinions and ideas on areas do let me know where I might have overlooked!
hey, thank you for your subtack! it is really interesting. Can you write more about Takeaway.com pls? I'm also a shareholder (the reason i found your blog) and are interested in your opinion. A lot is happening with the fast delivery and Jitse is fallowing instead of leading the industry. And what is your opinion on the potential sell of the ifood stake? I prefer to hold it for the longer term but maybe they need the money to buy shares back to prevent a hostile takeover bid...
And further: What are your opinions on Prosus and Delivery Hero?
Well one and I agree. Maybe that's why I say 'well done.' It's simple, the parts fit and the growth is pretty much locked in.
hey, thank you for your subtack! it is really interesting. Can you write more about Takeaway.com pls? I'm also a shareholder (the reason i found your blog) and are interested in your opinion. A lot is happening with the fast delivery and Jitse is fallowing instead of leading the industry. And what is your opinion on the potential sell of the ifood stake? I prefer to hold it for the longer term but maybe they need the money to buy shares back to prevent a hostile takeover bid...
And further: What are your opinions on Prosus and Delivery Hero?