GAAP-ucino Version 1.5 – GMCR IIa of III

February 16, 2012

From a friend:

Rather than bore you with yet another (recycled) Green Mountain

Coffee Roasters short thesis of David Einhorn’s original GAAP-uccino, the attached presentation, “GAAP-ucino Version 1.5?, details two fresh, underappreciated reasons why GMCR is a strong sell, with an initial price target of $15.00/ share (currently trading for around $69.00/share).

Below you will find my latest report on Green Mountain Coffee Roasters, titled “GAAP-uccino 1.5 Part IIa”.

I currently hold no position in the underlying security, or derivatives of it (I’m in 100% cash); having said that, I reiterate my price target set on my first report, and believe there are a couple dozen catalysts of indeterminate time duration (other than patent expiration) that will punish the stock in the near future. Therefore, I am releasing my work on GMCR, as a public service.

Please feel free to share and distribute. I plan on releasing Parts IIb and Part III within the next 2 quarters. Hope all is well.

Gaap-uccino 1.5 – Part Iia of III – Final

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Tags: david einhorn, ethics, financial news, fraud, GMCR

This entry was posted on February 16, 2012 at 2:50 pm and is filed under Business. You can follow any responses to this entry through the RSS 2.0 feed.

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3 Responses to GAAP-ucino Version 1.5 – GMCR IIa of III

Gmcrrules on February 20, 2012 at 12:43 pm

Well ,Antar & Reuven have tweeted this on Antar’s twitter page…only a matter of time before Gary Weiss & Herb Greenburg “carry the water”….by informing us of the tremendous treachery going on in Vermont and at all things GMCR….what say you Einhorn & Tilson ?….I can see you way back there behind the curtains…..nobody cares anymore…yada,yada,yada..yawn.
Sas912 on February 19, 2012 at 9:02 pm

Is your “friend” named Sam Antar or Barry Minkow? This is not a “public service” but rather a blatant attempt to manipulate the price of the stock for the benefit of naked shorts, in my opinion.
Ron on February 19, 2012 at 6:18 pm

Terrific report that brings outstanding and current issues to light. You should Send one to both regulators and company.