Bullish for all
commented on
$Beyond Meat(BYND.US$ I have been eyeing BYND because I love the company and its products however I can’t justify investing in it right now.
Cons:
1.Negative growth
2.High operating expenses
3.Huge cash burn
4.Decreased demand
5.Products too expensive
6.Unhealthy
7.A lot of competition, especially against Impossible, who is stronger in terms of business and taste
Pros:
1. It’s possible BYND’s new formula is much healthier and better tasting, which would fix two problems o...
Cons:
1.Negative growth
2.High operating expenses
3.Huge cash burn
4.Decreased demand
5.Products too expensive
6.Unhealthy
7.A lot of competition, especially against Impossible, who is stronger in terms of business and taste
Pros:
1. It’s possible BYND’s new formula is much healthier and better tasting, which would fix two problems o...
5
5
Bullish for all
commented on
$Beyond Meat(BYND.US$ management are disposing, why the price keep going up?
2
$Beyond Meat(BYND.US$
this company is done… meaningless product. not regconise by market
this company is done… meaningless product. not regconise by market
1
Bullish for all
commented on
Bullish for all
liked
Declining sales YoY, because vegans don't actually like it. Most consumers were on normal diets and bought it to try this temporary fad.
COGS are 2x revenue. Never mind after SG&A and CAPEX. Cash burn is so big they need to raise equity every so often. And even if they grow, they'd need to raise so much cash and dilute the shit out of the common shareholder.
Yet the CEO makes one tiny unkeepable promise of margin expansion -how can he deliver? he didn't even care to ex...
COGS are 2x revenue. Never mind after SG&A and CAPEX. Cash burn is so big they need to raise equity every so often. And even if they grow, they'd need to raise so much cash and dilute the shit out of the common shareholder.
Yet the CEO makes one tiny unkeepable promise of margin expansion -how can he deliver? he didn't even care to ex...
4
Bullish for all
reacted to
$Sea(SE.US$ above yesterday's low. If we remain there, I feel pretty good about the rest of the week here.
4
Bullish for all
commented on
$Ohmyhome(OMH.US$ 🦍lets go!
11
Bullish for all
commented on
$Ohmyhome(OMH.US$ something in chinese say 走得快好世界
1
5