Starbucks

Chinese and Starbucks Late Stage Growth Obesity
What do Starbucks and China have in common? A lot! Both got us hooked on consumption: one of fancy, expensive caffeinated liquids; the other on cheap foreign made goods.

Additional Thoughts On Starbucks
After I wrote a piece on Starbucks (SBUX) raising questions about its future success in international expansion and questioning the growth premium built into the stock, I got a lot of great emails that really made me think.

Starbucks International Growth
I was surprised to find very few Starbucks (SBUX) shops in Vienna. Despite traveling extensively around the city I counted only two.

Good Company vs. Good Stock
In the long run, the performance of a stock in isolation is the product of fundamentals and valuation.