October 30, 2014 by Enis • Commentary

SodaStream is a controversial stock that we have followed closely in the past year.  In fact, we actually had a profitable trade in SODA in the spring on the long side, though we quickly exited …

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October 7, 2014 by Enis • Commentary

Not all self serve beverage stocks are created equal.  At the same time that SODA is down to new all-time lows today after a big drop in sales and profit guidance, GMCR is hitting new …

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July 8, 2014 by Dan • Commentary

Back in early February, Coca-Cola (KO) and Green Mountain (GMCR) entered a  strategic partnership for: the development and introduction of The Coca-Cola Company’s global brand portfolio for use in GMCR’s forthcoming Keurig Cold™ at-home beverage system. Under the …

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February 6, 2014 by Enis • Commentary

GMCR announced last night that Coca-Cola was taking a 10% stake in the company.  That’s the first major move by either Coke or Pepsi in the single-serve soft drinks arena. Interestingly, KO’s stake in GMCR …

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October 30, 2013 by Enis • Commentary

SODA was one of our favorite stocks on the long side in 2013 (see here, here, and here).  We haven’t traded the stock in more than 2 months, but today’s price action caught my attention.   …

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