Seeking Alpha

J Mintzmyer's  Instablog

J Mintzmyer
Send Message
J Mintzmyer is a CFA candidate (testing Level 2) and investment enthusiast who utilizes Seeking Alpha to provide a free exchange of trading and investment ideas and to provide online visibility for his developing business. J is the Founder and President of Mintzmyer Investments LLC, a financial... More
My company:
Mintzmyer Investments LLC
My blog:
Mintzmyer Investments
View J Mintzmyer's Instablogs on:
  • What Is A K-Cup!? Is GMCR A Fad?
    I've never heard of a K-Cup, and therefore don't understand the GMCR hype, but I'm not a big coffee guy (understatement- I hate coffee). I read Einhorn's analysis and bet naked short-- made around $20/sh to cover. I bailed, unfortunately $10 too early, but I don't like naked shorting (almost had a heart attack last year with NFLX).

    I just asked two of my friends who are huge coffee nuts if they'd ever heard of a Keurig-cup or K-Cup? "What the hell is that?!"

    I said "apparently it's the coffee revolution or something," my buddy says "guess it isn't much of a revolution!"

    For those comparing this to Apple, I remember being in school when those came out. Everyone and their mother knew what an iPod was. It was the hottest product out there- kids would wear their white earbuds with pride, and our entire football team converged to check out our QBs new iPod. If only I had any money and knew about investing at the time... 49-bagger.

    K-Cups... That's a stretch. I hope I don't come back in a year and this comment bites me in the butt-- just remember AAPL had none of these accounting questions either, or GOOG, or even NFLX until very recently (approx 9 months ago).

    I'll be posting on Facebook asking if any of my 950 friends know what a K-Cup is.... I'd like to know what sort of device I'm betting against before I initiate something--- I have 36 hours to get to the bottom of this and decide if I want to trade on earnings again... My gut says short, especially after reading this article by Bill Maurer: http://seekingalpha.com/article/317585-green-mountain-won-t-bottom-until-expectations-come-down

    and this warning by Sam Antar:
    http://seekingalpha.com/article/321884-green-mountain-coffee-roasters-management-shareholders-beware

    Disclosure: I have no positions in any stocks mentioned, but may initiate a short position in GMCR over the next 72 hours.

    Tags: GMCR, Short ideas
    Jan 31 3:26 AM | Link | 1 Comment
Full index of posts »
Latest Followers

StockTalks

  • Doubled position in $SALT at $2.00. This is a $6-8 company on asset values alone once the panic subsides. Could be a 10x long-term.
    1 day ago
  • Added to $ANR at $1.60.
    1 day ago
  • Sold $TLM Jan17 $7 calls for $1.10, gain of 120% in 10 days. Always happy to take this level of gain, but was looking for long-term 6-16x.
    1 day ago
More »

Latest Comments


Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.