Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday, August 20.
Cramer started the show by commenting on cannibalization by businesses. It's best to cannibalize your own business or else someone else will do it. Though it hurts in the short term, it pays well in the long term. This was the classic case where PespiCo (PEP) acquired SodaStream (SODA) for $3.2B. Analysts cited Pepsi as paying too much for the company, but Cramer thinks otherwise. He believes that good companies not only disrupt competitors' businesses but their own