Biotech Values

[mrholty]

Absolutely. I closed my short on them and am reconsidering my thesis on SodaStream. I've never liked the business model as they are selling to the middle-class suburban mom via Bed Bath, and Beyond when they should be selling to yuppies who don't want to carry soda home the corner bodega. Simple, light.

Back to GMCR they bought most of the manufacturers who made K-cups so there isn't a mfg. ready to go. Add in the fact that they signed deals with Dunkin and Starbucks and I don't see much of a real signal that people want to take them on. Starbucks and Dunkin just want a cut which is good for GMCR.

No position.