gmcr

Fresh Off an Insider Trading Charge, Did Einhorn Sandbag Green Mountain?

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Up 21% after hours yesterday and finishing today almost 24% from yesterday’s close, it certainly seems that Green Mountain Coffee Rosters isn’t the dark and gloomy picture that David Einhorn painted in his 110 slide presentation released on October 17th of last year (presentation here).  To his credit, he makes some strong points as to GMCRs difficulties with free cash flow.  However, with several important patents on the K-cup design expiring this year, the company is defensively spending money to acquire competitors and protect the market share.  This is in conjunction with large scale research and design efforts to roll … Read more

| ZeroHedge

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Anti-Tilson ETF Basket Leads The Way Early In 2012 So why are investors willing to pay the industry standard 2 and 20 to underperform when they can show hedge fund like returns with zero management fees?  That, is a good question…     The most popular talking-head on financial TV (after Bill Miller and Byron Wien), Whitney Tilson, has not had a winning year so far. In fact the simple pair trade Anti-Tilson (Long GMCR-Short Netflix which we closed when it returned 50% in just over a month), that was so popular last year, has been expanded to include his … Read more