

Leaders Gonna Lead
Apr 4, 2022
Join investment analysts Jim Gillies, known for his insights on leadership, Asit Sharma, specializing in cloud infrastructure, and Brian Stoffel, an expert in cloud computing, as they dive into compelling discussions. They explore Howard Schultz’s strategic moves at Starbucks, including the suspension of stock buybacks on his first day as interim CEO. The trio also unpacks Elon Musk's recent stake in Twitter and evaluates DigitalOcean’s competitive edge against giants like AWS and Microsoft Azure, highlighting its potential in the cloud market.
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Starbucks Buyback Suspension
- Consider Starbucks' suspended buyback plan as a buying opportunity.
- This allows reinvestment in the business for future growth.
Musk's Twitter Investment
- Elon Musk's "passive" 9% stake in Twitter, filed with a 13G, raises questions.
- Many speculate whether this truly signals passive interest or a larger play for influence.
Tesla's Overlooked News
- Tesla's Q1 delivery numbers were mildly disappointing, and the definition of "delivery" changed.
- This news was overshadowed by Musk's Twitter investment, highlighting his control over narratives.