Taking Profits, Beyond Meat, and Chicory with Oysters
D-122

Taking Profits, Beyond Meat, and Chicory with Oysters

2020-10-13

Notes

20201013, let's imagine. Say I'm an angel investor, and there are two promising startups. One has the technology to make a 'plant-based patty that tastes almost like meat,' similar to the Impossible Burger, here in Korea. The other has technology that can keep freshly steamed tofu's savory flavor and texture intact for a full month. I wouldn't think twice — I'd invest in the tofu startup. (Moon Jung-hoon, The Future of Korea's Plant-Based Protein Market) I wonder how many vegetarians are really out there still missing the taste of meat so much that they go looking for a 'plant-based patty that tastes like meat.' And I wonder how much demand there will really be for patty-based burgers across Asia going forward (when you picture the typical breakfast of an Asian office worker, most either skip it or keep it very simple). That's why I trimmed some of my position last night in the stock of a company that 'manufactures plant-based patties that taste like meat.' #takingprofits #beyondmeat Bitter, appealing #chicory with a dressing (minced onion, whole-grain mustard, white wine vinegar, olive oil), and #oysters cleaned thoroughly with salt, piled high with #lime. #chicoryoystersalad #breakfast #miraclemorning #salad

Tags

#굴#라임#머쓱타드#미라클모닝#비욘드미트#샐러드#수익실현#조식#치커리#치커리굴샐러드