u/PoolSmart582

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d
3d
1w
1m
3m
6m
1y

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$SBUXr/ValueInvestingDiscussionbearish
u/PoolSmart582 · 33d agono track record yet

I don't get SBUX.

Starbucks faces structural headwinds from an overpaid CEO, unionization, weak competitive positioning, and rising competition from cheaper alternatives. The unsustainable dividend policy and premium valuation at $105 make this a $60 stock.

At post $105.16Now $102.01-3.0% since postedas of Sep 8, 4:30 PM ET
original post →

End of results.