Topic Archives: SodaStream (SODA)

Well, it turns out that the US is indeed dragging SodaStream (SODA) down… and now it’s time for me to take a loss and sell my shares. I bought SODA and wrote about it for you following the Value Investing Congress earlier this year, with the pretty compelling analysis regarding the value of their European […]

Happy Friday, all — Irregulars have already seen a few “members only” articles this week, from Dr. KSS’ new posting to my update on goings-on with Ligand, so I think we’ll probably be a bit on the brief side with the Friday File today… let’s see if I can stick with that prediction. Things are […]

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. We got a big dose of Whitney Tilson yesterday, but today he’s presenting mostly about SodaStream (SODA), which is one of his newer positions. This is the company that […]

Ed. note:   Today we’re experimenting with adding some more voices to the world of Stock Gumshoe to add a different perspective and cover some sectors in more detail.  We’ve asked longtime reader Myron Martin, who spends a lot of time with junior mining stocks and other small caps, to share his perspective with you — […]


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