Baron Funds Comments on JUST EAT plc

Guru stock highlight

May 02, 2016

The concept of mobile e-commerce aggregation is expanding to vertical industries. For instance, we have invested in JUST EAT plc (LSE:JE.), the dominant online/mobile restaurant delivery aggregator/platform in the United Kingdom and Western Europe. The company generates a 10-13% commission on gross food sales ordered via its websites and mobile apps. JUST EAT benefits from its leading position in a winner-take-most/all industry that is rapidly shifting from over-the-phone to online ordering.

Baron Funds Spring Newsletter: Investing in the International Equity Markets.

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