Blake Bos is a self-described value investor. In this video, Blake outlines his reasons for owning SodaStream (SODA +0.00%) in 2012. Among other metrics, SodaStream has a favorable ratio of cash flow to enterprise value. Revenues and cash flow are improving, and future costs should decline once a U.S. manufacturing plant is completed. One potential problem to consider is that SodaStream products may prove to be little more than a fad. There are also debt issues. Blake addresses these, and more, but still remains bullish on SodaStream stock.
SodaStream's huge potential in 2013.
About the Author
A home grown Kansan and largely self taught investor. I wouldn't classify myself by any particular investing style, just opportunistic. My dream investment would have a greater than 10% free cash flow return on enterprise value and be growing at above industry average rates. Some of my favorite industries to watch right now are: alternative energy, manufacturing, agriculture, infrastructure, and media content production companies. Follow me on any of the social media websites below for the most important 3D printing industry developments and other great stories.