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About Cat Rock Capital Management LP
Cat Rock Capital Management LP is a long-term focused investment firm that manages capital on behalf of pension funds, endowments, foundations, and other institutional investors. It seeks to invest in a select number of high-quality companies, with a long-term approach that emphasizes deep fundamental research. Cat Rock Capital is based in Connecticut, USA and was founded in 2015 by Alex Captain, a former Partner at Tiger Global Management.
The views expressed herein represent the subjective opinions of Cat Rock Capital Management LP and certain of its affiliates and controlling persons (collectively, “Cat Rock Capital”), who beneficially own shares of Just Eat plc (the “Company”). These views are based on publicly available information with respect to the Company. Certain financial information and data used herein have been derived or obtained from, without independent verification, publicly available information including public filings with regulatory authorities and from other third party reports, by the Company or other companies Cat Rock Capital deems relevant. Cat Rock Capital has neither sought nor obtained consent from any third party for the use of previously published information. Any such statements or information should not be viewed as indicating the support of such third party for the views expressed herein. Cat Rock Capital shall not be responsible or have any liability for any misinformation contained in any third party report or regulatory filing. All registered or unregistered service marks, trademarks and trade names referred to on this website (the “Site”) are the property of their respective owners, and Cat Rock Capital’s use herein does not imply an affiliation with, or endorsement by, the owners of these service marks, trademarks and trade names.
Cat Rock Capital is publishing materials on this Site solely for the information of other shareholders in the Company. These materials are provided merely for general informational purposes and are not intended to be, nor should they be construed as, without limiting the foregoing, (1) investment, financial, tax or legal advice, or (2) a recommendation to buy, sell or hold any security or other investment, or to pursue any investment style or strategy. Neither the information nor any opinion contained on the Site constitutes an offer to purchase or sell or a solicitation of an offer to purchase or sell any securities or other investments in the Company or any other company by Cat Rock Capital or any fund or other entity managed directly or indirectly by Cat Rock Capital in any jurisdiction. These materials do not consider the investment objective, financial situation, suitability or the particular need or circumstances of any specific individual who may access or review this Site, and may not be taken as advice on the merits of any investment decision.
Dated content speaks only as of the date indicated. Unless otherwise stated, statements on this Site are made as of the date of issue, and nothing shall create an implication that the information contained herein is correct as of any time after such date. Cat Rock Capital disclaims any obligations to update the data, information or opinions contained herein or to notify the market or any other party of any such changes. Cat Rock Capital reserves the right to change all or any portion of the Site at any time as it deems appropriate without notice to you.
This Site contains certain forward-looking statements and information that are based on Cat Rock Capital’s beliefs as well as assumptions made by, and information currently available to, Cat Rock Capital. These statements include, but are not limited to, statements about strategies, plans, objectives, expectations, intentions, expenditures and assumptions and other statements that are not historical facts. When used on this Site, words such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan” and “project” and similar expressions are intended to identify forward-looking statements. These statements reflect our current views with respect to future events, are not guarantees of future performance and involve risks and uncertainties that are difficult to predict. Further, certain forward-looking statements are based upon assumption as to future events that may not prove to be accurate. Actual results, performance or achievements may vary materially and adversely from those described on this Site. The tables, graphs, charts and other analyses provided throughout this Site are provided for illustrative purposes only and there is no guarantee that the trends, outcomes or market conditions depicted on them will continue in the future. There is no assurance or guarantee with respect to the prices at which any securities of the Company will trade, and such securities may not trade at prices that may be implied herein. Any estimates, projections or potential impact of the opportunities identified by Cat Rock Capital herein are based on assumptions that Cat Rock Capital believes to be reasonable as of the date hereof, but there can be no assurance or guarantee that actual results or performance will not differ, and such differences may be material and adverse. No representation or warranty, express or implied, is given by Cat Rock Capital or any of its officers, employees or agents as to the achievement or reasonableness of, and no reliance should be placed on, any projections, estimates, forecasts, targets, prospects or returns contained herein. Any historic financial information, projections, estimates, forecasts, targets, prospects or returns contained herein are not necessarily a reliable indicator of future performance. Nothing in these materials should be relied upon as a promise or representation as to the future.
Cat Rock Capital currently has an economic interest in the price movement of the securities of the Company. It is possible that there will be developments in the future that cause Cat Rock Capital to modify this economic interest at any time or from time to time. This may include a decision to sell all or a portion of its holdings of Company securities in open market transactions or otherwise (including via short sales), purchase additional Company securities (in open market or privately negotiated transactions or otherwise) or trade in options, puts, calls or other derivative instruments relating to such securities. Cat Rock Capital also reserves the right to take any actions with respect to its investment in the Company as it may deem appropriate, including, but not limited to, communication with the board of directors, management and other investors.
Although Cat Rock Capital believes the information herein to be reliable, Cat Rock Capital makes no representation or warranty, express or implied, as to the accuracy, validity or completeness of those statements or any other written or oral communication it makes with respect to the Company and any other companies mentioned, and Cat Rock Capital expressly disclaims any liability relating to those statements or communications (or any inaccuracies or omissions therein). Thus, shareholders and others should conduct their own independent investigation and analysis of those statements and communications and of the Company and any other companies to which those statements or communications may be relevant.
The distribution of the information, statements or opinions contained on this Site in certain countries may be restricted by law and persons who access it are required to inform themselves and to comply with any such restrictions. Cat Rock Capital disclaims all responsibility where persons access or download any information from this Site in breach of any law or regulation in the country of which that person is a citizen or in which that person is residing or is domiciled.
Any person who is in any doubt about the matters to which the information, statements or opinions contained on this Site relate should consult an authorized financial adviser.