Gyroscopic Investing

I’m a Beyond Meat fan. Is that tantamount to being a satanist in TX? For what it’s worth, though, they don’t digest as well as real cow burgers. They just taste good.

dualstow wrote: ↑Tue May 07, 2019 10:30 am I’m a Beyond Meat fan. Is that tantamount to being a satanist in TX? For what it’s worth, though, they don’t digest as well as real cow burgers. They just taste good.

People eat all kinds of things in TX.

Not a satanist. Just a culinary masochist.

dualstow wrote: ↑Tue May 07, 2019 10:30 am I’m a Beyond Meat fan. Is that tantamount to being a satanist in TX? For what it’s worth, though, they don’t digest as well as real cow burgers. They just taste good.

What do you mean they don't digest as well?

Being easy to digest and full of protein are pretty much the main reasons I eat meat. But I also digest pulses like lentils and peas like a boss. I'm an omnidigester.

ochotona wrote: ↑Tue May 07, 2019 11:53 am

dualstow wrote: ↑Tue May 07, 2019 10:30 am I’m a Beyond Meat fan. Is that tantamount to being a satanist in TX? For what it’s worth, though, they don’t digest as well as real cow burgers. They just taste good.

People eat all kinds of things in TX.

I know, right? Pigs and chickens barbecue too.

ochotona wrote: ↑Tue May 07, 2019 11:53 am People eat all kinds of things in TX.

Of course, but...you know what I mean.

Tyler wrote: ↑Tue May 07, 2019 12:37 pm Not a satanist. Just a culinary masochist.

Kriegsspiel wrote: ↑Tue May 07, 2019 12:38 pm What do you mean they don't digest as well?

You don't want to know,

Argentines think chicken is not meat

It's pretty tasty. Might catch you by surprise.
At the same time, I wish MachineGhost were here to shoot it down.

ochotona wrote: ↑Tue May 07, 2019 1:07 pm Argentines think chicken is not meat

At least until Maduro came along....
Edit: oops, that’s Venezuela. Not far off.

I had some vegan hot dogs once, they were delicious. They didn't taste like meat, or whatever is in hot dogs, but they had a really good spicy flavor.

Yeah, that spicy grain sausage is great.
Beyond Burgers taste and feel just like meat to me.

Carls Jr finally added the "beyond burger." Its outrageous that BK, McD, and jack in the box offer 10 burgers but none meatless. I'm wondering if theres something addictive in meat. But it seems more like its just the general human quality of resisting change, especially with food. I suppose we get wired up as children to associate the foods we eat with satisfaction, so experimenting with new foods is not appealing.

Actually, Burger King does. They recently added the Impossible Burger in some locations.

boglerdude wrote: ↑Wed May 08, 2019 12:18 am Carls Jr finally added the "beyond burger." Its outrageous that BK, McD, and jack in the box offer 10 burgers but none meatless. I'm wondering if theres something addictive in meat. But it seems more like its just the general human quality of resisting change, especially with food. I suppose we get wired up as children to associate the foods we eat with satisfaction, so experimenting with new foods is not appealing.

Thx for that correction, BK had a veggie patty 15 years ago, I forgot cuz they arent in my 'hood. I suppose the problem is, folks disturbed by factory farming/mechanized slaughter, arent the type going to 24 hour drive-thrus. I wonder if legally mandating a few healthy options would create a disaster of unintended consequences (aside from triggering Libertarians!)

In any event its fun watching things evolve. Fingers crossed the Carls Jr experiment doesnt fail.

Maybe it’s for the vegetarian friend who wants to join her friends for fast food and not be left out. Then, the other friends will eventually get curious, they’ll all start eating non-meat burgers, and my stock will go up.

Seriously, though, the Beyond Meat CEO, although he’s a vegan, said his products are not really meant for people who already subsist on plants; It’s for people who like meat. The occasional Beyond burger will change them into “meat reducers.” I wouldn’t be surprised if Impossible’s philosophy is similar.

I see there is a thread on Beyond at B’heads- or was. It’s already locked for being non-actionable.

MangoMan wrote: ↑Sat Jun 08, 2019 9:43 pm Finally found Beyond Burgers at the grocery today, and grilled a couple up for the GF and myself. They were delicious, albeit pricey at $12/lb.

You can get locally pastured and slaughtered beef for much less than that around here.

For me, the Beyond stuff is like cricket proteins. I'd give it a shot, but not at the prices they're charging.

For those who have WSJ, there’s a cost comparison here-

https://www.wsj.com/articles/fast-food- ... 1559640601

The stock is out of control, like Icarus.

MangoMan wrote: ↑Sun Jun 09, 2019 9:27 am I don't eat much red meat anyway, but if these things are going to go mainstream they need to get the cost to down to comparable.

Beef production is bad for the environment and beef consumption is generally not the healthiest choice, but cost is going to be a factor for people to try and make these decisions.

I totally cherry-picked this article, but it does make sense.

https://climateandcapitalism.com/2018/0 ... he-planet/

"What about the environmental impact of palm oil, soya bean oil, rape oil and even sunflower oil production; the over-enrichment of the environment from nitrogen fertiliser; the decline in pollinating insects; the use of pesticides with known harmful impacts that would have been banned years ago were it not for the fact that intensive crop and vegetable growers can’t produce food without them?"

MangoMan wrote: ↑Mon Jun 10, 2019 3:00 pm As an aside, although the BYND burgers tasted great, they had the oddest smell prior to cooking. Almost didn't go through with it.

When I do ground beef for tacos, I used to use regular ground beef and would always get turned off by the smell. Tasted fine though.

A few years ago changed to grass fed beef from Aldi. There is no bad smell. I have been able to correlate this a few times.

Well I think now is a great time to short BYND. We have an investing channel at work, and a bunch of people were talking about how they were buying shares today. When the general lay population starts buying something because of FOMO, it's time to short. People in this channel were also all about Bitcoin in early 2018, and the Chinese media IPO's and pot stocks last year at right about the peak. Every individual thing I've ever seen people talk about in this channel has all plummeted shortly thereafter, haha.

We're a long way from the point where there arent enough grazing animals.
https://www.reddit.com/r/worldnews/comm ... levels_of/

The avocado version is the same price as w/out =)
https://www.deltaco.com/beyond

boglerdude wrote: ↑Tue Jun 11, 2019 12:39 am We're a long way from the point where there arent enough grazing animals.
https://www.reddit.com/r/worldnews/comm ... levels_of/

Your headline is drastically different from the one you linked to.

In Meat: A Benign Extravagance, Simon Fairlie makes the point that some meat production is always going to be beneficial. First, because it closes some energy loops (especially pork), but also because meat provides a buffer for bad harvest years. Recommended reading.

MangoMan wrote: ↑Tue Jun 11, 2019 7:00 am So if meat production is ruining the planet, and farming is ruining the planet, what is the solution (besides the obvious population control, which isn't happening any time soon in third world areas) ?

Population reduction is the only currently feasible answer. Even the solution anti-meat people propose, that everyone goes vegan so that we have enough to eat, is irrelevant if the population keeps growing.

A fun fantasy scenario is lab-cultured meat, indistinguishable from normal meat, grown in skyscrapers with nuclear fusion or Dyson-sphere power, with nutrients, water, and minerals from mined asteroids, for the people on Earth who haven't left on starships.

(Kriegs. Population reduction is the only currently feasible answer.

Exactly what I was going to write.

pmward wrote: ↑Mon Jun 10, 2019 4:58 pm Well I think now is a great time to short BYND.

Good call, even if it was after hours, as the stock has been downgraded this morning.

So now the question is, would you short today, or buy?
(I’m hanging on to my shares, which I bought on IPO day. It’s like Tesla. Such a small amount that I can hang on indefinitely for fun. Wish I’d bought 1,000 shares, but of course then it would’ve tanked on day 1).

dualstow wrote: ↑Tue Jun 11, 2019 8:20 am

(Kriegs. Population reduction is the only currently feasible answer.

Exactly what I was going to write.

pmward wrote: ↑Mon Jun 10, 2019 4:58 pm Well I think now is a great time to short BYND.

Good call, even if it was after hours, as the stock has been downgraded this morning.

So now the question is, would you short today, or buy?
(I’m hanging on to my shares, which I bought on IPO day. It’s like Tesla. Such a small amount that I can hang on indefinitely for fun. Wish I’d bought 1,000 shares, but of course then it would’ve tanked on day 1).

You have a huge gain if you bought day 1. I would just put a stop loss on to protect your gains. If the stock rebounds and goes up further, I would move your stop loss up over time. Either way, you guarantee you lock in your gains. It would be a shame to turn a big winner into a big loser, I've done that before myself and it's a painful lesson to learn, haha.