Breakingviews

Green Mountain shows how momentum works both ways

November 10, 2011

The coffee company’s stock is the latest to crash down from a nose-bleed trading multiple, following Netflix and OpenTable. Fast growth can help paper over valuation or accounting worries, but in time they often catch up. Chipotle and Salesforce.com investors should take note.

Boardroom botches call for checklist fix

May 10, 2012

Scandals at Yahoo, Green Mountain and Chesapeake suggest U.S. directors need simple reminders to prevent stupid mistakes. If humble checklists save lives in hospitals, as a surgeon’s bestseller shows, shareholders deserve similar protection. Breakingviews offers a starter set.

Coke and David Einhorn sing in perfect disharmony

February 7, 2014

To feel good spending $1.3 bln for a minority stake in Green Mountain Coffee, the soft drink giant must have answered some nagging questions posed by the hedge fund manager in 2011. Investors seem to reckon Coca-Cola did its diligence. P&G and HP have shown how much it matters.