Position
KO
The Coca-Cola CompanyNYSE
LONG+8.9%
- Entry
- DEC 8$79.88
- Last
- $86.97
Thesis
The ballast. Every other name on this record is a bet on the same build-out resolving the same way, and a book made entirely of correlated bets is one bet. This is the position that is not correlated with the rest.
Writing
Notes on KO
Nothing written on this one yet. A note lands here the moment it is tagged KO, so the thesis above and the writing behind it never drift apart.