Bruce Campbell (2) Just Kitchen JK-X TOP PICK Feb 23, 2022

Hub and spoke model for food delivery. Hub is where they precook and assemble, spoke is where they deliver from. So you can have several different brands delivered from the same spoke. In one of the markets, they have pet food too. Focused in Hong Kong and Taiwan. Revenue increasing by 30-50% a year. Fairly reasonable multiple. On the cusp of signing marquee brands. No dividend. (Analysts’ price target is $3.40)