There is no time off from stock research. Not in the consumer space. Everything you do, everything you consider doing, on vacation is a datapoint. I can't afford to relax on vacations. I can't learn much going to the same malls over and over again. That's for civilians. I need reps. I don't go to 1 Starbucks and time the transaction. I go to all of them. Don't believe me? He's the Starbucks at the Vancouver convention center at 11am on a Thursday. Service time from order to pick-up: 3 minutes and 52 seconds. Just as fast as NYC last winter. Starbucks is higher today because a divestiture of the China business is valuing the division at $10b, which is higher than expected. I'd love Starbucks to leave China but I'm really stoked to see the Vancouver Starbucks matching the speed of the units in Annapolis, NYC, Claremont, Los Angeles, Seattle and everywhere else I've been in the last year. 

Starbucks can only divest its China business once. They can serve coffee faster 11 million times a day. Both of them are good for the stock price but serving faster and all the goes with it is going to...