저자: Jesse · 외국인
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결론: 영상은 캐시 우드의 혁신주 공매도 비판과 비욘드미트 목표가 하향을 다루며, 혁신주 장기 보유를 권하는 내용이다. 비욘드미트 투자의견: 골드만삭스가 목표가를 74달러에서 47달러로 하향했으며, 근거는 비용 절감 구체안 부재로 가격 인하와 수익성 목표 달성이 어렵다는 점이다. 진행자는 맥도날드·펩시코·얌브랜즈와의 제휴와 설비 확보로 규모의 경제 도달이 머지않았다고 본다. 거시 환경: 러시아-우크라이나 긴장과 인플레이션 우려로 관련 종목들이 하락 중이라고 언급했다. 찰리 멍거가 인플레이션이 핵전쟁보다 나쁠 수 있다고 한 발언을 소개했다. 캐시 우드 관련: 혁신주 공매도 ETF 등장을 비판하며, 공매도 측이 리서치 없이 혁신을 공매도하는 것은 미국에서 어리석다고 주장했다. 비욘드미트·오틀리 등 식생활 변화 기업은 건강과 지속가능성에 기여하므로 공매도는 지구에 대한 베팅이라는 논리다. 투자 심리: 공매도 세력이 과도하게 확신하는 현 상황에서 장기 투자자는 인내하면 유리하다는 입장이다. 리스크: 진행자는 본 방송이 투자 조언이 아니라고 명시했다. 비욘드미트 4분기 실적 발표를 앞두고 있다. 출연자 전망: 진행자는 비욘드미트 장기 상승을 낙관한다.
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but the idea of shorting innovation uh is it in america is ridiculous i think hey everybody and welcome to the plantstalk channel if we haven't met yet my name is jesse today i thought we would first focus on beyond meat and that it just got downgraded by goldman sachs and what that actually means and after that i thought we could focus a little on cathy wood the queen of investing and her thoughts about actually shorting innovative stocks but as always before we do that i would appreciate an early thumbs up to help spread the channel to more people out there if you want to keep being updated on plant stock companies like beyond meat oakley tattoo chef very good food company to name a few five days a week and make sure to subscribe and don't forget that bell button and also feel free to join our free discord channel where we talk about these companies at a regular basis every day basically and also where you get five morning briefings every week regarding the overall market thank you guys i truly appreciate your help now if we just take a quick look at our stocks that we normally talk about on the channel right now uh right now we can see that most of them are actually trading down and yesterday they did take a really large tumble and that has to do what is going on with the market overall and one of the biggest things right now is the so-called imminent threat from russia russia claims that they're removing troops and also that ukrainian forces are making aggressive moves western media are claiming that russians are about to attack and adding more troops who are we to believe no wonder that our stocks are dropping like it's hot and then the overall scare regarding the inflation isn't helped either but charlie monger added that inflation could be worse than a nuclear war well i can't say that i agree with that but interestingly enough he sees a historical correlation with the roman empire that they went under because of inflation but obviously one of the reasons also why beyond meat actually tumbled down as much as it did yesterday and keeps doing that right now is that their stock was actually downgraded just two days ago by goldman sachs here taking it down from their previous 74 dollars to 47 per share and the reasons for that is as they put here quote put simply without the concrete plan to materially reduce costs we struggle to see a pathway for beyond me to sustain the price reductions necessary to expand its consumer appeal and achieve its own profitability targets and fair enough we actually don't have any details on when this could actually happen but hopefully we'll get some more information on that on the q4 and 2021 report that they are actually having next thursday and guys me and major thacker we're going to talk about this today in a few hours have a live stream so if you guys want to be part of that make sure to put on your alarm clock at 1am eastern time but given that they already have several facilities and several new partnerships both with mcdonald's pepsico and yum brands it is actually hard to believe that they won't soon reach economy of scale and in that way being able to lowering their production costs and reaching price parity with their products guys let me know down in the comments if that is something you also believe is going to happen soon and this takes us to the last part and that is regarding kathy wood and that she's getting attacked regarding her stance about innovation stocks right and beyond meat and oatmeal is definitely some of those is rife right now um your stock picking prowess as i said your research which you are defending multiple times here i'm wondering what you make of the criticism whether you think it's gotten too personal the fact that there is literally now an etf betting against you what do you make of that well i find that very interesting especially the the last uh when you think about it it's uh simply a call well it's a they're shorting innovation and that seems to me over time that's not going to be a business if you ask if you ask me consider the source but they're also not doing any research they're simply shorting innovation if if they were doing research and could point us to reasons why what you know what we have um included in our portfolio is not going to participate in the in the new world order uh then we might have a conversation about it but the idea of shorting innovation uh is it in america is ridiculous i think and i totally agree with this and if we actually relate it to beyond meat and oatly which are innovative companies companies that are actually part of changing the world changing the way we eat the way we drink something that will not only benefit sustainability but are health as well then why would you short that you're betting not only against innovation but the planet as well as many of you know this is a paradigm that we're now entering it's really hard to believe that this is going to be a profitable endeavor and when it comes to making money cathy woods points to another great fact uh i but here's what i do know here's what i do know when i see and this is investor psychology when i see people so sure that we are wrong and that they are willing to set up companies simply to short innovation uh and and to set up funds to short innovation uh you know that investor psychology the pendulum has swung so far in one direction in that if we're right if we're right if right then the rewards are going to be enormous so in other words for investors like us who are actually betting on beyond meat and oatly if we are only patient the stacks are in our favor so let these people these short traders be wrong and let us long-term investors enjoy the fruit of success all right guys that was it for today i truly hope you got a lot of value from today's video and if you did like always make sure to smash that like button and if you want to keep getting information like this regarding plant-based companies like beyond me tattoo chef oathly and a very good food company make sure to subscribe don't forget that bell button again folks if you want to be part of the free discord channel take a look in the description and don't forget today at 1pm eastern time me and mayor thacker are going to discuss beyond me's upcoming q4 reports that's going to happen next thursday right so be part of that guys all right guys as always this wasn't financial advice so just remember to always do your own due diligence hope to see you soon and peace out you
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