SodaStream: Why the Fizz Just Went Out of the Short Position


After a year which promised hyper-growth, but delivered somewhat less than spectacular earnings, SodaStream (NASDAQ:SODA) ended trading yesterday at a 52 week low — but now everything has changed.

The news of the day in today’s market is the 10% investment of Coca Cola in Green Mountain Coffee, with the goal of establishing a definitive market for single serve cold beverages.  After hours, the market reacted as though it was SODA’s “Uh-Oh” moment … But really?

Citron discusses the principle that every short seller needs to understand and respect:     

The thin line between competition and proof of concept…

For the entire story, brief and to the point, click here: