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Re: BYND

Posted: Wed May 08, 2019 3:21 am
by boglerdude
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.

Re: BYND

Posted: Wed May 08, 2019 6:13 am
by dualstow
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. O0

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.

Re: BYND

Posted: Sat Jun 08, 2019 10:13 pm
by Kriegsspiel
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.

Re: BYND

Posted: Sun Jun 09, 2019 8:27 am
by dualstow
For those who have WSJ, there’s a cost comparison here-

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

Re: BYND

Posted: Mon Jun 10, 2019 10:30 am
by dualstow
The stock is out of control, like Icarus.

Re: BYND

Posted: Mon Jun 10, 2019 1:19 pm
by Cortopassi
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?"

Re: BYND

Posted: Mon Jun 10, 2019 3:32 pm
by Cortopassi
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.

Re: BYND

Posted: Mon Jun 10, 2019 4:58 pm
by pmward
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.

Re: BYND

Posted: Tue Jun 11, 2019 12:39 am
by boglerdude
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

Re: BYND

Posted: Tue Jun 11, 2019 5:54 am
by dualstow
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. O0

Re: BYND

Posted: Tue Jun 11, 2019 7:44 am
by Kriegsspiel
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.

Re: BYND

Posted: Tue Jun 11, 2019 8:20 am
by dualstow
(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).

Re: BYND

Posted: Tue Jun 11, 2019 11:20 am
by pmward
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.

Re: BYND

Posted: Tue Jun 11, 2019 11:27 am
by dualstow
Oh, me too. I wouldn't be surprised if my losers outnumber my winners. Not going to look. O0 But, I do enjoy these speculative nibbles, especially when I am interested in the product.

Re: BYND

Posted: Tue Jun 11, 2019 11:32 am
by pmward
dualstow wrote:
Tue Jun 11, 2019 11:27 am
Oh, me too. I wouldn't be surprised if my losers outnumber my winners. Not going to look. O0 But, I do enjoy these speculative nibbles, especially when I am interested in the product.
Yeah sometimes it is indeed fun to bet on the unicorns. That's part of why when I was doing swing trading I was using small cap growth stocks. Lots of volatility, and if you get in the right stock at the right time they can just take off like a rocket! It's always hard to decide how to get out of one that has taken of like that. I became a big fan of the trailing stop loss for these situations especially since there is no past history to hint at where a stock might find resistance. These stocks can drop just as fast as they shot up.

Re: BYND

Posted: Tue Jun 11, 2019 2:09 pm
by dualstow
Heh. Again, I enjoy these little nibbles, but something akin to Murphy's Law -- or the rule that it won't rain if you bring your umbrella -- says that as soon as I start trading with a significant amount of money, my dumb luck will suddenly run out. My solution: keep trading, but only with an insignificant cost.

Re: BYND

Posted: Tue Jun 11, 2019 4:39 pm
by Tortoise
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.
Yes, exactly. Beyond Burgers taste fine, but they have an odd smell that reminds me faintly of a freshly opened can of dog food. I hope they can improve the product over time to get rid of that smell.

Impossible Burgers are the best fake burgers I’ve had so far.

Re: BYND

Posted: Tue Jun 11, 2019 6:11 pm
by Tortoise
MangoMan wrote:
Tue Jun 11, 2019 4:50 pm
Impossible Burgers are soy-based. Depending on who you talk to, men should avoid soy. I did read an article yesterday claiming that this was a myth, but have read way more taking the other view. Boca burgers (also soy) used to be pretty good, too, but haven't had one in years.
Well, for what it’s worth, I was practically raised on soy-based meat substitutes (for religious reasons), yet a blood test a few years ago indicated my testosterone level was actually above average.

Sample size of one. 8)

Re: BYND

Posted: Tue Jun 11, 2019 8:54 pm
by dualstow
Jainism?

Re: BYND

Posted: Tue Jun 11, 2019 9:37 pm
by Tortoise
dualstow wrote:
Tue Jun 11, 2019 8:54 pm
Jainism?
No, Seventh-day Adventist Christianity.

The consumption of meat and alcohol aren’t forbidden by the Bible, but Ellen G. White is considered a prophet by the SDA church, and as part of the Temperance movement she advocated a vegetarian and alcohol-free lifestyle (similar to John Harvey Kellogg, who was also an SDA).

Re: BYND

Posted: Wed Jun 12, 2019 4:58 am
by dualstow
Interesting, Tortoise. I was just reading about the Impossible Burger in the WSJ and they mention competitor Morningstar Farms as being founded by Seventh Day Adventists.

Re: BYND

Posted: Wed Jun 12, 2019 9:43 am
by flyingpylon
Tortoise wrote:
Tue Jun 11, 2019 6:11 pm
Well, for what it’s worth, I was practically raised on soy-based meat substitutes (for religious reasons), yet a blood test a few years ago indicated my testosterone level was actually above average.

Sample size of one. 8)
As an aside, testosterone levels and test results can fluctuate quite a bit. You'd probably need a series of tests over a period of time to establish a range. But obviously not worthwhile unless there are issues.

Re: BYND

Posted: Wed Jun 12, 2019 9:47 am
by pmward
I have a friend that is a dr and did research into the current studies on this and found that there was not enough evidence in the research to suggest any kind of link between soy and testosterone. In other words, as most things you read on the internet that are diet related, the bloggers just twist and make shit up to generate clicks and make money. These things eventually become so wide spread and people hear them enough times that people accept them as truth and spread it further without even verifying that there is any truth behind the claims (see keto, intermittent fasting, anything with the word "toxins" in it, and gluten "sensitivity" for further examples of diet fad falsehoods becoming accepted as truth simply through mass proliferation by clueless, shyster, self-proclaimed "experts" on blogs, the internet, and TV).

Re: BYND

Posted: Wed Jun 12, 2019 11:00 am
by flyingpylon
pmward wrote:
Wed Jun 12, 2019 9:47 am
I have a friend that is a dr and did research into the current studies on this and found that there was not enough evidence in the research to suggest any kind of link between soy and testosterone. In other words, as most things you read on the internet that are diet related, the bloggers just twist and make shit up to generate clicks and make money. These things eventually become so wide spread and people hear them enough times that people accept them as truth and spread it further without even verifying that there is any truth behind the claims (see keto, intermittent fasting, anything with the word "toxins" in it, and gluten "sensitivity" for further examples of diet fad falsehoods becoming accepted as truth simply through mass proliferation by clueless, shyster, self-proclaimed "experts" on blogs, the internet, and TV).
Hey, don't forget about all the BS accepted as truth that is proliferated by governments and big business, they are no better!

Re: BYND

Posted: Wed Jun 12, 2019 11:20 am
by pmward
flyingpylon wrote:
Wed Jun 12, 2019 11:00 am
pmward wrote:
Wed Jun 12, 2019 9:47 am
I have a friend that is a dr and did research into the current studies on this and found that there was not enough evidence in the research to suggest any kind of link between soy and testosterone. In other words, as most things you read on the internet that are diet related, the bloggers just twist and make shit up to generate clicks and make money. These things eventually become so wide spread and people hear them enough times that people accept them as truth and spread it further without even verifying that there is any truth behind the claims (see keto, intermittent fasting, anything with the word "toxins" in it, and gluten "sensitivity" for further examples of diet fad falsehoods becoming accepted as truth simply through mass proliferation by clueless, shyster, self-proclaimed "experts" on blogs, the internet, and TV).
Hey, don't forget about all the BS accepted as truth that is proliferated by governments and big business, they are no better!
Yep it's all the same thing, spreading misinformation for profit or to fulfill some other motive. It's just very visible in the diet/nutrition world. If you actually read the scientific research on diet/nutrition you find that the stuff pandered about on the internet and commonly accepted is generally false, greatly exaggerated, or cherry picking something out of the abstract and quoting it out of context. Business and government do the same, they just generally try to hide their tracks a bit better.