A critical analysis of Jitske Groen's merger with Grubhub. I believe it is rushed, and that Grubhub has a far smaller moat than thought. 

https://t.co/YuuzGNfgF7

$GRUB $JET Just Eat https://t.co/RSpc4KIhY7 $FB $AMZN $APPL $TSLA $PRX @NicoInberg @RampCapitalLLC @SlimBeleggen