
Will McLane & Max Howard (@CapitalCapi): Starbucks (SBUX), Dutch Bros (BROS), and Investing in Consumer Brands
Value Hive Podcast
00:00
Long Dutch Bros, Short Starbucks
Will presents Dutch Bros as a relative-value hedge against Starbucks, emphasizing discounted expectations, untapped markets, and emerging urban and CPG opportunities.
Play episode from 34:36
Transcript


