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Josh Krause

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  • Sodastream Continues Its Growth Strategy In 2013 [View article]
    Now you've got me looking into a second sodastream exclusively for Champagne making.

    I would think it would gradually clog up the injection system, but for $60 it might be worth a try.
    Apr 2 09:25 AM | 2 Likes Like |Link to Comment
  • SodaStream Is Here To Stay [View article]
    Ohhhh I already liked the SODA Cranberry Raspberry flavor. Cran-Grape is going to be a surefire buy for me.
    Feb 27 12:52 PM | Likes Like |Link to Comment
  • SodaStream's Crazy Cheap Valuation [View article]
    You are missing a "yet" in your statement. Just like people were claiming 2 years ago that this product would never catch on as it was not in the big box retailers. The short arguments have been progressively taken down over time, with fad, Israel, European exposure, competition, etc. all providing buying opportunities as the company continued to execute.

    The fact that I see comment after comment after comment going on with wrong numbers for the value proposition of the SODA machine itself is simple evidence that the product has yet to find its place in the US. Until it does, and I feel no major soda flavor partner is a major limiting factor, you will continue to see ignorant and uninformed shorts making wrong headed arguments against the stock.
    Feb 26 10:27 AM | Likes Like |Link to Comment
  • Is SodaStream Preparing To Reverse? [View article]
    Unlikely. Very little of their exchanges comes from households. They are trying to drive their exchanges into the stores to drive more syrup sales.

    It is likely a non-issue as their business plan does not in anyway revolve around people being able to ship out their CO2 canisters from their own homes. It is all about the in-store exchange, which continues to grow.
    Feb 1 09:37 AM | Likes Like |Link to Comment
  • Seeking Alpha Trading Survivor Contest [View instapost]
    I would agree with defaulting to the Jan pick.
    Jan 31 09:29 PM | Likes Like |Link to Comment
  • Seeking Alpha Trading Survivor Contest [View instapost]
    Wow, it was touch and go there for my SODA, but it pulled ahead in the last 10 minutes. SPY + 3.16%, SODA +4.48%

    Had me worried for a bit there, and said to see it fall apart so hard in the last two days. At least it worked off the overbought conditions.

    I would like to change my call for Feb to long SODA.
    Jan 31 04:05 PM | Likes Like |Link to Comment
  • Seeking Alpha Trading Survivor Contest [View instapost]
    Can our Jan picks be the default for Feb?

    Also Jim Van Nauseum was SHORT FSLR (it's wrong in the listing) and would be green for Jan.
    Jan 29 09:01 AM | Likes Like |Link to Comment
  • Seeking Alpha Trading Survivor Contest [View instapost]
    Feb pick: Short NFLX
    Jan 28 09:41 PM | Likes Like |Link to Comment
  • Netflix Soars On Great Q4, Impressive Guidance [View article]
    NFLX is shaping up to be a great short but until Infinite QE is taken off the table, the MOMO will be strong in this name.

    The gap at 100 will be filled at some point this year.
    Jan 24 08:59 AM | 2 Likes Like |Link to Comment
  • Amazon Gobbles Up More Lost Netflix Content [View article]
    Hey, I bet AOL had a ton of search users at some point too.

    They are needlessly limiting their product offerings and making business decisions that to this day seem short sighted and business negative.
    Jan 7 01:30 PM | 1 Like Like |Link to Comment
  • Amazon Gobbles Up More Lost Netflix Content [View article]
    Right, and what is a Netflix subscriber to do to get the same popular and desireable flicks?

    Oh wait. Netflix doesn't really offer much unique movie content and has no capability to rent/buy the new releases.

    Talk about value!
    Jan 7 11:23 AM | 1 Like Like |Link to Comment
  • Seeking Alpha Trading Survivor Contest [View instapost]
    I still don't understand why we are using the Wednesday open. That was not stipulated in the original post and is not the typical way performance is measured.

    I agree that it should be based on 12/31 closing price.
    Jan 4 12:21 AM | 1 Like Like |Link to Comment
  • Netflix: Earnings, Internet Traffic Look Promising [View article]
    I especially liked the part where you completely ignored the fact that the spike in search for Netflix might be due to their world wide outage, instead attributing it completely to increased demand for the service.
    Jan 1 08:15 PM | Likes Like |Link to Comment
  • Netflix: Earnings, Internet Traffic Look Promising [View article]
    Since they hide the technology costs for running their streaming service in their R&D budget, the domestic streaming service is likrly even lower margin than they claim.

    They are middlemen and middlemen get squeezed into extremely low margin businesses.
    Dec 31 10:38 AM | 2 Likes Like |Link to Comment
  • Netflix: Earnings, Internet Traffic Look Promising [View article]
    Traffic.spike that nicely coincides with people gifting Netflix to others and people signing up for a free month with all of their new devices?

    Sounds like a one time spike that will quickly deflate in Q1.

    Much like the stock price after Q4 earnings are announced.
    Dec 31 10:19 AM | 1 Like Like |Link to Comment
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