Just Eat (LSE: JE), the online takeaway ordering platform, is seeing orders grow at a rapid clip, and it’s already number 1 in a whole menu of potentially lucrative territories including the UK, France, and Brazil. However the shares aren’t cheap, and the business is still pretty new. Could Domino’s Pizza (LSE: DOM)’s stealthy online growth be a safer way to play this theme?
Will Just Eat plc Or Domino’s Pizza Group plc Win The Takeaway War?
VIDEO: One Fool takes a closer look at Just Eat plc (LON:JE) and Domino’s Pizza Group plc. (LON:DOM).
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Published Owain is a magpie of the investing world -- and not because he gets into a flap. Almost any style of investing might suit him, depending on the bigger picture, and he's held all sorts of companies. Paraphrasing Keynes, he says: “When the market changes, I change my mind -- what do you do?”
That said, Owain is usually a buyer of equities, where he prefers lightly geared, modestly rated companies, and is increasingly on the lookout for Buffett-style intangible quality. He aspires to buy-and-hold: his best investment ideas are worth much more than he sold them for. Then again, his worst investment went bust due to management fraud!
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