Starbucks Corporation
SBUX
position
long
Damon Ficklin & Jeff Mueller
Thesis
Starbucks is mentioned by Damon Ficklin and Jeff Mueller as a part of their portfolio, suggesting confidence in its brand strength and market position.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The mention of Starbucks by Ficklin and Mueller indicates confidence, but without further context or results, the outcome remains uncertain.
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