Siddharth Das presents an investment thesis on Green Mountain Coffee Roasters (GMCR). GMCR leads the single-cup coffee market with 13% US market share in a growing industry. While concerns over competition have weighed on the stock, Das argues worries over margins are overestimated. GMCR has over 30% short interest, setting up potential for a short squeeze. Overall Das views GMCR as undervalued due to the strength of its brands in coffee and potential for continued growth and innovation.