Please don't feel slighted about IRE ... I promise we have a future beyond STD.
Of course, I like PLSB as it seems to have proven management, I like the niche, and they've built a pretty solid distribution system. However, they have quite aggressive guidance so perhaps they are being mis-leading? Also, they've mentioned dilution so that is certainly coming (at least they are transaparent about it).
Do you recall the tickers of those other drink companies? I'd would certaintly investigate (and learn) from the potential similarities. MNST was literally a monster(also a great niche at the time), so success is certainly possible.
