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Message: <blockquote data-quote="godzilla" data-source="post: 1214167" data-attributes="member: 9208">You make a good point on the soda thing. Still, I don't see anyone in the bottom 20%-40% or so drinking glacier water of kombucha. Its mostly an upperclass thing and their price points are not competitive at this point. I think whats happening in the drink market is similar to what happened in the beer market where a lot of craft beer took market share from largest piss water beer. However, many craft beers are still far more competitive than say kombucha is to soda.You are correct on Gilead, They have a large Hep C business that is in decline and it might not be a good investment.For the record, other than a small amount of money in KO, i have no positions in any of these themes at the moment and I'm merely throwing around ideas for people who read the forum.</blockquote>