SodaStream teed up as long idea by Tilson at VIC

SodaStream (SODA +0.4%) was presented as a long idea by Whitney Tilson at the Value Investing Congress.

In a nutshell, Tilson thinks SodaStream isn't a fad and can take advantage of the large global market for its products.

Despite a lofty price-to-earnings ratio, Tilson's thesis is that SodaStream's CO2 consumables business is worth the market cap alone giving investors the rest of the business for free.

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