1 deck published between 2018-10-09 and 2018-10-09 — 43 pages, 43 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Starbucks at 22x forward P/E vs. 26x historical average is a rare chance to own a category-killer coffee brand — fixable U.S. SSS and a $14bn buyback reverting the multiple doubles the stock.