StjepanK's Discussions - Simply Wall St

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StjepanK

Equity Analyst and Writer

Member since 2021

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SOUN·about 1 year agoSoundHound’s Moat And Diversified Revenue Strategy Make It A Voice AI Leader

What people tend to overlook is how small Nvidia's stake was and how many reasons for exit there can be. My next update will be published as an earnings preview for Benzinga, including a short discussion with the CEO.

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B·about 1 year agoQuality Assets, Cautious Expansion and Commodity Super-cycle To Deliver Steady Revenue Growth

yes, Reko Diq is a phenomenal opportunity for the company. Its location in Balochistan is a bit of a pickle, but if Saudis get involved, it will be a big stamp of approval.

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WMT·almost 2 years agoWalmart’s Margin Expansion and Emerging Market Growth Can Deliver Strong Returns

I think the management will get there. They have been preoccupied with leveraging AI to streamline their supply chain operations, probably because they saw the lowest hanging fruit there first.

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BAC·almost 2 years agoConsolidation In The Banking Sector Will Increase Revenues

Agreed. I think the banking sector consolidation, which has been going on for decades will also continue.

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KO·almost 2 years agoCoca-Cola Can Draw Minor Benefits from Prolonged Economic Uncertainty

KO certainly has enough experience to execute that shift, however, personal portfolio management will always include one cornerstone question - "Per my financial goals, is this the best deployment of capital in this moment?"

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KO·almost 2 years agoCoca-Cola Can Draw Minor Benefits from Prolonged Economic Uncertainty

I believe KO is better set as a beverage-oriented company that needs to carefully weigh its options regarding the product portfolio. The category is broad and deep enough that, like an old Wall St proverb says "there is always a bull market somewhere."

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B·almost 2 years agoQuality Assets, Cautious Expansion and Commodity Super-cycle To Deliver Steady Revenue Growth

It is one to follow in the ongoing commodity rush.

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SBUX·about 2 years agoStarbucks Faces Growth-Negating Hurdles

An important event was the deal with Nestle which created billions in deferred revenue so it started skewing the ratios since 2018. As for its debt, COVID era certainly played the part but financing ambitious growth from debt is not a novelty.

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SBUX·over 2 years agoStarbucks Faces Growth-Negating Hurdles

Noted, George! East seems to be falling in love with coffee, as evident from Luckin Coffee's ability to stage a comeback in China.

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