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IB Net Payout Yields Model

GrubHub: No Competition Fears Here

GrubHub surges following strong revenue guidance for Q4. The market appears to misunderstand the inclusion of Eat24 numbers into the estimates. Solid financial metrics support the effective handling of competition. Stock valuation remains a question as EBITDA will trail sales growth in 2018. In no real surprise,  GrubHub  ( GRUB ) easily fought off competition during Q3. As the company integrates recent acquisitions, the bigger issue is valuation now that the online food order and delivery service added debt to the balance sheet and boosted sales. Read the full article on Seeking Alpha.  Disclosure: No position. Please review the disclaimer page for more details. 

GrubHub: CEO Dumping Shares As Competition Intensifies

GrubHub trades close to all-time lows. The online takeout ordering and delivery service faces a competitive environment while at the same executives are cashing in stock options and dumping shares. The stock will eventually reward investors though the timing is a major concern in the short term. GrubHub (NYSE: GRUB ) traded down to post-IPO lows on the heels of executives unloading shares. The online takeout ordering service is uniquely profitable for an early stage Internet marketplace, yet the stock isn't catching on with investors. Read the full article  at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.