Letters by company

Starbucks CORP

2 letters discussing SBUX. Everything written about it on this site is on its ticker page.

Smead Capital Management 2Q26 U.S. Value Strategy Newsletter: Diversification Circa 2026 Smead’s U.S. Value Strategy argues that a 25-to-30-stock portfolio, selected under eight value-oriented criteria, provides diversification absent from the technology-heavy S&P 500. The strategy remains concentrated in oil stocks, mall REITs and consumer discretionary businesses bought during the COVID-19 shutdowns, prioritizing repeat customers, free cash flow and shareholder-friendly capital allocation. 2Q26 —
Greenhaven Road Capital Q1 2024 Greenhaven Road Capital concentrates its case on PAR Technology’s restaurant software rollout and acquisitions, arguing that Burger King, Wendy’s and overseas expansion can turn contracted recurring revenue and new products into cash generation. It also backs Cellebrite, KKR, Burford and IWG on durable demand, while exiting Sphere after its venue-opening thesis matured. first quarter 2024 PAR $718MANY $33MBUR $720M