About me: I like to write about semiconductor companies and tech stocks. My previous analysis (examples: 1, 2, 3, 4, 5, ) have been upvoted to the top of r/stocks or near the top. However, today, I want to ask the community about fake meat companies.
I converted to a plant-based diet during the pandemic after watching the Netflix documentary “The Game Changers”.
After I went plant-based, I noticed the following benefits:
- No more acid reflux. Red meat, dairy, eggs, and cheese often caused painful acid reflux.
- Much harder erections and better sex life
- More stamina
- Generally more energy and feeling less lethargic
Other benefits include:
- Over the long term, science studies from reputable universities and institutions have shown that a plant-based diet reduces the likelihood of many diseases such as cancer and heart disease.
- Not eating animals
- Helping the environment (meat and dairy account for 14.5% of greenhouse gas emissions).
Lastly, I believe fake meat will one day cost less than real meat because it simply takes more resources to house, feed, transport, and butcher a cow than harvesting plants.
Given all these benefits, I believe that fake meat companies will grow and will hit a point in the near future where people will adopt more of a plant-based diet. Basically, I believe meat-eaters will be the weirdos in the future, not vegans.
I invested in Beyond Meat. But due to the growth bubble popping, my stop-price setting sold everything early and saved me from losing more money. Right now I don't own any fake meat companies. However, I believe that we're still in the early stages of this industry so I believe the total addressable market will drastically increase, just like the electric car market once did.
But are there any companies out there that are like the Tesla of the fake meat industry? Basically this:
- Doing the really hard work now such as creating giant factories for cheap mass production or starting farms to grow plants
- Has defensible tech that other competitors can't easily replicate
- Management that is in it for the long-haul, not just to ride the hype and make a couple of dollars
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