GCG Archives - Investingdeck

August 6, 2022August 27, 2022

Fundamental Analysis of Starbucks: Reckless Buyback

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The key point of the fundamental analysis of Starbucks

Reckless buyback is the factor why we do not buy Starbucks.
We are happy when Howard Schultz takes the Starbucks helmet and decides to suspend that buyback program.
But when he said that the suspension is just a pause (Schultz wants to resume the repurchase program) We worry that this pause is just lip service to calm the Starbucks worker.
Revenue and earnings have surpassed the pre-COVID level. It is a good sign.
Starbucks has a decent competitive advantage in its brand. It creates a unique user experience – also a story. Something that almost no other ” restaurant” could replicate. Even with its mediocre coffee.

June 30, 2022July 15, 2022

Good Corporate Governance: How to Win The game 2

Good corporate governance takes the shareholder and company at the top list priority. — Source: freepik.com

So, the wonderful companies are not the end. Right? Here is TLDR for good corporate governance:

Sometimes there is a condition in which the superb management team could do almost nothing impactful.
Capital allocation plays an important role.

November 21, 2021January 1, 2022

CAPEX Analysis: Scale, Barrier, and Growth

In 2019, Novartis – in its search to become a gene and cell titan, built a manufacturing facility through a 90 Billion CAPEX, setting the bar high for the entire pharma industry. It is the reason why CAPEX analysis is crucial.

CAPEX analysis includes how the company expands its business and at the same time remains competitive in its field. — Amazon’s scheme in CAPEX

November 17, 2021January 1, 2022

GCG in Acquisition: Destroying Value

Analysis of GCG in acquisition is required since company need to seek other potential source of growth. — When Growth is fading, companies need to seek another opportunity

In this article, we explain how smart acquisition ignites another long waited innovation by Apple. Also, it shapes a new landscape for the whole chip industry. Continuing topics about GCG in Acquisition, we bring you another prestigious name: GE. But this case is the opposite of Apple.

October 27, 2021October 27, 2021

Acquisition Strategy of Apple: GCG Analysis

Largest Acquisition by Big Fives (in millions USD)

Just a year after the launching of the first-generation iPhone, Apple has set its way to developing homegrown chips. Our article about the acquisition strategy of Apple will cover this management policy from the investor’s point of view.

September 1, 2021November 15, 2021

Management Analysis of Amazon: Acquisition

Management Analysis of Amazon: When it becomes too big through acquisition, will it decline like GE? — source: freepik

In 2021, in the journey of its presence in the streaming business, Amazon snaps up James Bond Maker, Metro-Goldwyn-Mayer. In 2017, General Electric acquires Baker Hughes, the oil company, completing its acquisition in almost every industry possible. We know how it ends. In this article, we try to provide insight into the Management Analysis of Amazon. How good is its acquisition? How does it differ from GE? What similarities?