If you expect food shortages to come in the future, expect huge inflows into vertical farming companies
in August of 2019, Vice News reported on a few vertical farming startups in Singapore. Because Singapore is a small nation that's highly urbanized, the country doesn't have much land to do farming the same way that other countries do. Because of this, the country has welcome vertical farming startups.

Some advantages of vertical farming include:
  • being able to grow plants indoors; protects them from locusts and other environmental and weather issues
  • more efficiency with resources (ex. less water-intensive)
  • higher crop yields per square foot (the sky is the limit)
  • plants grow faster overall

However, vertical farming is energy-intensive. Lamps are shining light onto plants 24/7 and complex systems are monitoring plants and providing them with their scheduled "rain".

With high energy prices, many are reluctant to invest in vertical farming startups. Higher utility bills decrease the profitability of this energy-intensive form of farming. At the same time, scientists are continuing to find new sources of energy as well as finding ways to make vertical farming less energy-intensive.

If food shortages do come in, then I believe that many investors will pile money into vertical farming startups since the economics of vertical farming makes them more capable of feeding the world faster than traditional farmers. Some might think that $BYND and other food processing companies will have an easier time alleviating a food shortage, but at the end of the day, they source their ingredients from farmers.

Some vertical farming companies that I'm looking at are $APPH $HYFM $GRWG $AGFY $UGRO $VFF. While all of them look appealing, I'm still debating on which one is the better investment.

And to end it off here, I hope that the world doesn't end up in a food shortage situation. Some countries are dealing with food shortages and let's hope that their situation gets alleviated as soon as possible. We don't want food shortages to become a big thing in the coming future.
Plant-based meat makers are more negatively impacted by the supply chain crisis than real meat producers
CNBC reported that experts predict that plant-based meat will remain more expensive than real meat for the next 5 to 20 years. It's because plant-based meat makers like $BYND and others require more time to reach economies of scale.

One of the biggest obstacles to creating huge interest in plant-based meat is to make the meat taste the same as real meat. The texture and flavor are hard to come by. The plant-based maker that is the closest to reaching that will dominate the space, and currently, that's Beyond Meat and Impossible Meat.

While they got the taste and texture down, getting there requires higher volumes of production and lower cost of ingredients. Currently, their production isn't high enough and their ingredient costs are very high.

The reason why they can't ramp up production fast enough is that the supply chain issues make it harder for firms to get manufacturing equipment. At the same time, it's taking longer to build new production facilities. As for the ingredients (like peas and other plants), they're hard to come by because they're only produced in a few countries.

The plant-based meat industry has a massive Catch-22 issue where you need the demand to be incentivized to produce more and at the same time, you need to produce more to be able to price them at a lower price and create more demand.

As $TSN $K and other big food manufacturers get into the plant-based meat industry, the immense capital and expertise coming in will play a major force in driving the cost of plant-based meat lower. But from observation, Big Food is struggling to make its plant-based meat products as attractive as Beyond Meat's and Impossible Foods's products mainly because many aren't aware that Big Food manufacturers make plant-based meat products. This makes Big Food manufacturers reluctant to pour more capital into the industry.

It will be interesting to see the price of plant-based meat be at par with the price of real meat in the future. However, it will be a long time before we see that happen.
Very interesting read. I bet the steep increase in fertilizers that we've seen since the Russia-Ukraine war started will add to this and make it even tougher for plant-based meats to hit good price levels.
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1 Month on the Sidelines
I read in a post somewhere on here that the person was taking a month out from looking at the markets etc. And I jumped on that band wagon... EVERYTHING was in the red!

1 month on and things are looking at bit better for me 😂 my main holding $BYND has significantly improved but still not as near as when I invested but that lil baybe is a holder for me!!!

Glad to be back and sorry I won't be catching up on most of the posts I missed ✌️❤
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Luka 🦉's avatar
$88.1m follower assets
McPlant 🌱 Burger 🍔 disappoint in sales
Bad news for me as a customer and as an investor.
The test project to offer vegetarian/vegan burgers in McDonald's using the Beyond Meat product seems going badly.

This is bad both for $MCD cause they desperately need to attract vegan/vegetarian clients (I know how difficult it is to have a meal at McDonald's if you don't eat meat) and of course for $BYND cause they must increase their revenues.

Hopefully, a good marketing strategy can change the trend 👍

Long $MCD
No position in $BYND

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Holding $BYND for the long run... probably the only Irish person out there who ate the McPlant (I am a vegetarian)... I put it down to the terrible name 😂 It was surprisingly able to hit that McDondalds craving everyone gets though!
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$BYND write-up (domination + providing halal meat to Westerners)
Despite Big Food's attempts at providing competition to Beyond Meat, they've failed. People looking for plant-based meats overlook Morningstar Farms (by $K) and Raised & Rooted (by $TSN) and only stick to Beyond meat or Impossible meat.

One reason for Big Food's slow start in entering the plant-based meat market is that they haven't ramped up their marketing for those brands. Many of them continue to emphasize their meat products and other products that they've been selling for a long time. Marketing managers in those companies seem hesitant to go head to head against Beyond Meat and Impossible Foods.

As time goes on, Beyond Meat continues to maintain its pricing power and dominance in the industry. I myself continue to consume their products and I see many others consuming their products in the future.

Compared to real beef patties, Beyond Meat's products are much more expensive. However, compared to halal meat, Beyond Meat goes head to head with the meat sold by halal butchers. In the West, halal meat is hard to come by. You have to find a halal butcher (and they're not many in America despite the growing Muslim population). Thankfully, the Islamic Services of America certified Beyond Meat's products as halal. This makes Beyond Meat a great alternative for many Muslim families that want to be able to have meat while following the Islamic tradition of only eating halal.

And as the price of halal meat grows due to inflation, I have a good feeling that Beyond Meat will choose to keep their prices the same or even continue their push to make plant-based meats as cheap (if not, cheaper) than regular meat. The economics of plant-based meats can be improved. Assuming that $BYND and other plant-based meat makers have favorable economies of scale, more demand will mean higher margins for the company.

What are your thoughts on Beyond Meat? Do you see more Muslims warming up to plant-based meats? Do you see Beyond Meat continuing to dominate the plant-based meat industry, or do you see Big Food companies dominating the industry in the future?
Ahn's avatar
$3m follower assets
$SBUX Focus on Innovation:
Starbucks is strengthening its product portfolio with significant innovation around beverages, refreshment, health and wellness, tea and core food offerings. Starbucks is leaning toward fast-growing categories like Cold Brew, Draft Nitro beverages, and plant- based modifiers, including almond, coconut, and soy milk alternatives. Apart from the numerous beverage innovations, Starbucks has also been making an effort to offer more nutritional and healthy products to its customers. Meanwhile, the company’s Reserve Roastery and Tasting Room elevates the coffee experience to the next level, with small-batch super-premium coffee produced using innovative coffee-brewing techniques. Starbucks’ collaboration with $BYND to roll out a plant-based lunch menu in the China is a testament to the same. Now Starbucks customers can enjoy pastas and lasagna made utilizing Beyond Meat's plant-based beef products. It will also include meatless pork alternative known as Omnipork and popular non-dairy milk called Oatley. The new menu is available at more than 3,300 Starbucks locations in China. Both the companies have already partnered to roll out a plant-based sandwich to Canadian locations.
Oatley oat milk is fantastic, might I add. As a lactose-intolerant dude, it’s much appreciated. I didn’t know Starbucks was expanding this hard into vegetarian options! Makes sense. At least stateside, that is an insanely massive push in nearly every restaurant. Maybe it’s a Southern California thing, but that’s my experience.
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Upcoming Earnings Calendar (Feb 21th - 25th)
Hey guys! Here's the upcoming earnings calendar! Several very interesting reports coming up. Here's what I'll be looking forward to.

  • $MELI - How much did inflation impact their logistics margins?
  • $SQ - Cash App Users and Revenue Growth
  • $COIN - I think they will deliver a monster quarter. Crypto volatility should incentivize trading, driving commissions revenue above forecast.

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.




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Observation about plant-based meat industry
My observation from shopping at Costco:

The only reason why $BYND will beat Impossible Foods in the plant-based meat industry is because their meat is the cheapest in the industry.

Other than that, Impossible thrives in the form of appealing to budget-tight consumers.


For $21, I get 10 Beyond Meat burger patty.
Meanwhile, I can pay $17 for 8 Impossible Meat burger patty.

Budget conscious consumers prefer the Impossible Meat because it’s cheaper in price, but if they had more money, they would’ve saved more with Beyond Meat.

Both meats taste fairly similar and because of that, there’s no moat in the industry. Beyond Meat is most willing to provide more savings to customers.

Many of the other Big Food producers like $K and $GIS have their own plant-based food brands, but because those aren’t fairly well-known compared to the main startups, they rarely get picked off the shelves.

That’s my $0.02 on the plant-based meat industry. Any questions?
Big believer in Beyond Meat and like that'd they are partnered with $PEP and are now in the market with $MCD... they take up the majority of my portfolio (mostly because it was my first real investment) but I think it's going to perform well.
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