Letters by company

Starbucks CORP

1 letter discussing SBUX. Everything written about it on this site is on its ticker page.

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 PAR $803MANY $22MBUR $963M