What Impossible Foods' meatless burger really tastes like

Not in the last few weeks. What happened?

They will serve beyond meat. Should blend in with the other bland crap they serve

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Every restaurant will serve fake meat, eventually. You don’t have to order if you don’t feel like it.

Sidebar: I saw a few Black Bear popping up. Never been to one. Should I try?

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There was one in Tahoe that went belly up. Never went. Breakfast all day chain. Probably serves a lot of frozen leftovers like Applebee’s

https://blackbeardiner.com/

@manch picks on me :sob: where can I lodge a complaint :face_with_symbols_over_mouth:?

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Even if they do, the whopper has peaked at 12% market share. They can take 12% share of the entire beef market, and it wouldn’t justify the current valuation. They spend hardly anything on R&D. None of the ingredients were developed by them or exclusive for them. They mix ingredients others make. That means the moat is tiny and traditional food companies are already developing competitive products.

They are essentially a food packaging and marketing company. No one would ever pay this valuation for that type of company. The only reason it’s getting the valuation is location which creates the perception that it’s a tech company.

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Good point. Is probably why startup loves to HQ in SV. SV = tech :joy:

Tech = fat valuation even if the business model and P&L metrics don’t justify it.

You mean like Coke and Pepsi?

Moat doesn’t have to be R&D dollars. It can be branding and distribution deals.

The trend is early. I won’t put a 12% cap on it just yet. Let’s see.

Lol, so the IP alone isn’t worth billions anymore? Coke and Pepsi are probably good comps, so there’s no reason for BYND to trade at such a high valuation as a tech company.

Brand is part of IP, is it not?

Why doesn’t MacDonalds make its own fake meat. Their meat tastes fake already. Gray tasteless steamed crap. Should be easy to duplicate and then drowned in tarter sauce.

Beyond Meat Products Pulled From Tim Hortons Canada Restaurants

Beyond Meat tumbled almost 4% in New York trading Tuesday after the stock was downgraded to neutral by JPMorgan. The shares extended declines after the close of regular trading on the Tim Hortons report.

Time to rein in expectations.

Mystery meat was the staple of school cafeterias when I grew up. And now it is in demand? A passing fad as sure as the passing gas it will create. I can foresee the army of class action lawyers following this shit around.

It dropped after hours ($116.50) based on Tim Hortons.

See your friend Jim Cramer now supports beyond meat !

It is fun now !

I saw this in Quora. Looks like Beyond Meat is prison food.

I know what it’s called, but I did not know how far reaching it went. The “main course” of lunch or dinner in prison (state of Florida prison) has a base of “Textured Vegetable Protein” commonly referred to as TVP. It is a soy based product. And Florida state prisons began using this as a major “food group” in 2009. The year I entered prison from jail. What you are about to read is in an article you’ll see below. It is from an inmate at a Florida State Prison. The inmate is direct and there are no holds barred on this.

Is chop suey repackaged as healthy plant based meat. Vegetarians have been eating such plant based look like meat long ago, yet many die of heart attacks and have high cholesterol.

Another picture from near my Marana place just to show people where cows can live. Some limited water sources are provided - windmill-based wells, not river or creek diversions. And to reiterate a point already made you can’t “use up” water in the strictest sense anyhow. That would violate the laws of physics. It’s essentially “borrowed”, run through a cow and then returned to the same system from whence it was removed.
And of course, if you believe the climateers, we’re in the process of changing much of the world’s water from solid to liquid phase anyway :slight_smile:

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No pop?

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