Charlie Zvibleman
CharlieZvible
Cat Rock posted a thoughtful presentation with their thesis on $JEThttps://justeatmustdeliver.com/letters In the spirit of debate, let’s dig in: BUT HOLD ON - JET the Meituan of the West?Meituan is THE
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MS hosted v good call w/JitseMasa : SprintJitse : $GRUBI find busts in his logic and have revamped my winners/losers after listening to his strategy (thread) A few things are
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