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New position in VITL
Vital Farms at $12.70

Dissecting the Markets's avatar
I once contacted Vital Farms Investor Relations and asked, "Because pasture farming requires a lot more land per bird, would you say that the practice isn’t sustainable on a massive scale?" and the IR person said, "There is enough land in the United States to have all eggs produced the way we do it. There is no limit on land or farmers in the Pasture Belt, really."

Hope this adds to your bull thesis on $VITL
Derek Spartz's avatar
@dissectmarkets this a short term momentum play on what I believe will be an earnings beat Thursday. I have personally witnessed Vital’s dominance in grabbing shelf space and the higher end sales from competitors. I’ve been in and out this one a few times and going back to the well one more time, hoping it’s not dry yet
Dissecting the Markets's avatar
@derekilab $AMZN is a shareholder of $VITL. Hope that inspires you to see it as a long term investment. Best of luck with your short term play!
Derek Spartz's avatar
@dissectmarkets they’re also an investor in $RIVN and that’s one of my worst investments in the last couple years 😂 so that doesn’t carry a lot of weight with me right now haha
Dissecting the Markets's avatar
@derekilab I might be mistaken but it's possible that Rihanna is also an investor in Rivian
Image upload
Derek Spartz's avatar
@dissectmarkets Rihanna was dating an early investor in the company at the time pre-IPO… she hasn’t officially stated she’s an investor, but wouldn’t doubt it
Dissecting the Markets's avatar
@derekilab at least Rivian is the only car company she follows on Instagram
Derek Spartz's avatar
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