Motley Fool Money More Dealmaking On The Way?
May 23, 2022
Join Jason Moser, a Senior Analyst at Motley Fool, along with Nick Sciple, a Canadian investment analyst, and Asit Sharma, an expert in Funko's fundamentals. They discuss Starbucks' ethical decision to exit Russia and the market's excitement over Broadcom's acquisition of VMware. The trio also dives into Funko's innovative blend of physical and digital collectibles, examining its robust growth, strong partnerships, and potential challenges in the collectibles market post-pandemic. It's a lively discussion on business strategy and investment opportunities!
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Values-Driven Exit
- Starbucks' exit from Russia follows McDonald's, demonstrating a trend of businesses prioritizing values over negligible profits.
- This sets a precedent for market entry considerations, giving businesses more leverage.
Strategic Acquisition
- Broadcom acquiring VMware complements its semiconductor business, expanding into the multi-cloud market.
- Broadcom's acquisition history and substantial goodwill warrant attention regarding acquisition pricing.
Deal-Making Potential
- The current bear market and lower valuations may trigger increased deal-making by mid-large cap companies.
- These companies possess financial resources and may avoid regulatory scrutiny faced by larger corporations.