Fundamental Analysis of Starbucks: Reckless Buyback


The key point of the fundamental analysis of Starbucks

  1. Reckless buyback is the factor why we do not buy Starbucks.
  2. We are happy when Howard Schultz takes the Starbucks helmet and decides to suspend that buyback program.
  3. 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.
  4. Revenue and earnings have surpassed the pre-COVID level. It is a good sign.
  5. 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.
Continue reading “Fundamental Analysis of Starbucks: Reckless Buyback”

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?

Continue reading “Management Analysis of Amazon: Acquisition”