$Beyond Me_老虎社区_美港股上老虎 - 老虎社区

公众号豆豆says

$Beyond Meat, Inc.(BYND)$估值实在太过了，财报救不了

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精彩评论

Vestmint
2019-10-26
Vestmint
上一次就有高管套现，这次解禁能保证不卖等着涨就真邪来了。不值这个价位，虽然跟几个大的餐饮合作，但也有来自雀巢等公司的竞争，还特别难吃
- 公众号豆豆says:
  难吃倒不至于，江浙沪特色豆制品素鸡的味道和口感，个人还是喜欢的。问题是价格虚高产品margin无法保持，壁垒又几乎没有谁有渠道能做广告都能卖，虽然市场是有的
- Vestmint回复手抓饼子:
  我也是这么怀疑的，所以做对冲只能，就是尽量把损失减小吧，我做的是2比1。空2，多1。
- 手抓饼子:
  都做空，肯定就有问题了
cayla
2019-10-26
cayla
不管了，先空500。
- 公众号豆豆says:
  素鸡公司绝对是在挤泡沫的过程了，就是不知道激烈程度如何，如果参照上份财报的话真是不容乐观

发表看法

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