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2025 Investment Thread

Blankpage said:
Beyond meat is considered highly processed food. Tons of vegetable oils. If I’m going to eat junk food I’ll go with a real burger.
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excuse me, sir. i have a point of clarification. real hamburger is the best type of food for our body. all the fixings that typically go along with the burger like bread, tomato, french fries, etc. are what make it 'junk food'

how do you know if someone only eats meat? they will tell you :laughing

i only eat meat
 
Most people that choose not to eat meat do so for one of two reasons, either health reasons, or moral reasons. So, the moral reasons still stand.
 
I’d never buy a stock though where success is dependent on people’s morals.
I’d very likely short such stock.
 
Caddywumpus said:
I typically buy things I like and believe in. BYND was a total gamble but I asked my friends who are vegan/vegi and they said its good stuff so it was enough to pull the trigger, along with some cursory research. ACHR im staying away from but JOBY I have a small position, them bein locals and stuff.

ASTS just leg downed on a note conversion raising capital and Im still a firm believer in them. Im offsides on a -few- covered calls so them pulling back is good for me.

RKLB is my other big space bet.

Drone space its hard to see but KTOS, RCAT, ONDS, and KRKNF are my drone plays.

About a third of my stocks are in DXJ and euro stocks for diversity to the US market. 8% of my liquid cash is in physical gold too hedging my bets. Average cost per oz is 3400 so... a little late the the party.
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Why are the drones taking a hit today?
 
byke said:
Why are the drones taking a hit today?
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Why does the ocean rise and fall? nobody knows.

KRKNF is up. That being said my strategy is a bit more active than buy and hold. I sell puts and acquire shares that way when sell covered calls above my cost basis.
 
If you want to buy drone stock look at drone shield

They just signed a uncha defense contracts and are from aus but started by a expansion site to USA now
 
I didn't know there was such a thing as "for institutional use only" chicken. Kinda begs the question; what's different?

And man I hate the consolidation of agriculture. It should not be possible for nearly five million pounds of meat to become garbage......

.....though technically we have a lot more than that in our citizens.

Ba dum tsss!
 
"for institutional use only" might mean it's not physically appealing enough to be sold at retail. Like maybe it had blood clots in it before it was slaughtered. So they sell it to institutions instead because it'll be cooked before anyone sees it
 
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Institutional packaging is much larger than a homeowner would use.

BK used to have their frozen chicken tenders as one example in four pound bags, 6 bags per case.
 
I don't think it's that, because the others of the same size and larger don't say the same.

Could be for a greater allowance of superficial imperfections. What would be fun, would be to find the source material and read those differences. Commercial food is gnarly when you dig into the specific size allowances for certain things you might not expect, like human tissue.

Gotta love AI...
The difference between store-bought chicken and "institutional use only" chicken primarily comes down to packaging cost, and intended market, not food safety or quality. Institutional products are packaged in bulk for cost-effective distribution to organizations like schools, hospitals, and prisons, while retail chicken is packaged for individual consumers.
..............
  • Institutional chicken is safe for human consumption, but its quality is determined by the specific budget of the institution. This can result in food that is less palatable than retail products. Some institutions, like prisons, may also have restrictions on chicken with bones for security reasons.
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byke said:
I don't think it's that, because the others of the same size and larger don't say the same.

Could be for a greater allowance of superficial imperfections. What would be fun, would be to find the source material and read those differences. Commercial food is gnarly when you dig into the specific size allowances for certain things you might not expect, like human tissue.

Gotta love AI...
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Hormel has different plants for institutional customers through its Foodservice segment, which is separate from its Retail and International segments. While specific plant designations for institutional versus retail customers aren't detailed, Hormel produces products for the Foodservice market, which includes restaurants, cafeterias, and other institutions.
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I can't think of a time when I was perusing the grocery store shelves looking for a Hormel product, or ever seeing their name and thinking it inspired any level of confidence of quality.
 
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augustiron said:
I can't think of a time when I was perusing the grocery store shelves looking for a Hormel product, or ever seeing their name and thinking it inspired any level of confidence of quality.
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Yeah. Sometime thought its just the simple math of "how many calories can I afford on the very limited budget I have." Big food is a play on that, not quality. It sucks.
 
Quick note on Hormel, I worked there for 31 years. They do make some high quality stuff and some private label stuff. Stock took a BIG drop today over 9%. The CFO is gone today. At least I don't need to sell any stock, but a big hit today. Lots of changes in top management, the old CEO has been brought back from retirement.
 
Our portfolio has done well this odd year.

We took out $120k earlier this year as part of our post retirement/pre SS Roth conversion strategy and the portfolio has grown $105k since then.

Not great results compared to some others on here who are younger/more aggressive but we'll take it.
 
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