Coffee Grounds

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Up until November of last year, Keurig Green Mountain was the Netflix of coffee companies. Their stock did nothing but go up, rising something like 60-fold based on mo-mo madness.

I have been enthusiastically touting this as a short candidate, and it is unwinding quite nicely. I think it’s got plenty to go, particularly given its poor performance in this otherwise lifetime-highs-everywhere market we are in.