Evil Diaries: Time to dig in to Beyond Meat

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Evil Diaries: Time to dig in to Beyond Meat
Master Investor Magazine

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It is nearly impossible to get this call right but Beyond Meat (BYND on Nasdaq) at $186 is a raving short. It is probably best to do it on put options but the most economic bet is to borrow the stock and stay exposed.

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Comments (2)

  • Jeffrey Fieler says:

    Sounds genius but you might want to factor in a borrow cost of 88.3% for the stock and that options trade at over 100% implied volatilities which makes timing the short a lot more important.

  • Michael Broom Smith says:

    I think you are on the wrong side of this trade Evil. To quote:

    “The market value of the processed meat is expected to rise from 714 billion U.S. dollars in 2016 to over 1.5 trillion dollars by 2022.”

    I suspect within 20 to 30 years most of this will be a BYND type product.

    That gives them quite a lot of headroom.

    Yes there will be volatility but unless you can time the market (I can’t) well BYND will make a terrible short.

    I have a minute position (.1% of folk) because I want to be in at the start (as I was with Google). I believe in the technology (when I started using Google in 1999 after using Altavista it was a revelation!) and I want to be along for the ride.

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