Exited WWAV +211%

Initial thesis from 2013 can be seen here: An Overlooked Opportunity: WhiteWave Foods, A Long Thesis

  • WWAV was poised to move higher due to meeting consumer niche product need and demand segmentation.
  • Lactose-free consumers had but only one choice of product and WWAV changed that.
  • WIC (Woman, Infants, and Children) offered one lactose-free item to middle class and below recipients. WWAV broke this market out to capitalize off of growing health trend.
  • Correctly predicted CEO Greg Engle would look to acquire a company and then prepare WWAV to be acquired. WWAV went on to acquire Earthbound Farms in a $600 million dollar all-cash deal. And most recently WWAV received a BO bid by Danone for $56.25/share.

From the initial thesis link above


WhiteWave Foods was a big winner for Cosmon Capital and I am thrilled for the company’s success and recent news.



Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s