Q: I understand that Beyond Meat's valuation is "beyond" believable ... but I'm wondering if there isn't something there. While I see that both Tyson and Maple Leaf are getting into the game, the question is: are these other products even edible?
I have not tried any of them, but it seems to be the consensus of the younger generations that Beyond Meat is beyond believable -- and the other products are "spit them out now before you choke". These other companies, while they may have a similar product, don't have the magic of Beyond Meat.
Do you not think that that might be a moat in itself -- and that Beyond Meat is buyable? I'm not saying back up the truck, or even a full position, but it certainly would seem eminently investable, given the quality of its product. Sometimes you pay for the name, while you wait for the valuation to catch up. Agree or Disagree? Your thoughts would be much appreciated!
I have not tried any of them, but it seems to be the consensus of the younger generations that Beyond Meat is beyond believable -- and the other products are "spit them out now before you choke". These other companies, while they may have a similar product, don't have the magic of Beyond Meat.
Do you not think that that might be a moat in itself -- and that Beyond Meat is buyable? I'm not saying back up the truck, or even a full position, but it certainly would seem eminently investable, given the quality of its product. Sometimes you pay for the name, while you wait for the valuation to catch up. Agree or Disagree? Your thoughts would be much appreciated!