brownhornet

Green Mountain Coffee: Roasting Shorts on the Way to $100

Ok, c'mon. I know you live in the US but even you must know 40x multiples are not a realistic valuation method and certainly not sustainable. There is also no balance sheet support of that valuation so any earnings surprises would hurt greatly.

PS, I'm (about to be) long so don't think I'm talking it down! I think there is definitely earnings momentum to be had here and a great sales strategy. Reminds me of the Rolls Royce aircraft engine strategy: sell at cost and lock them in to long term service deals.