Below please find T2 Partners latest piece on why they are long NFLX and are short GMCR. For those of us with memories it was not too long ago that T2 was short NFLX, but after they got hosed on the run up and watched the stock crater from the sidelines they have found a reason to be bullish.
Enjoy.
T2 Partners - Why Wer'Re Long NFLX and Short GMCR - 2011.11.13
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