### Comment:
No one really knows? I fail to see the edge they have. 
  
 Do they control the pea production? Is their IP good, if any? 
  
 Their products are average, expensive. They're not even the 1st movers. Besides vegan brands, Nestle, Tyson and others are already competing. 
  
 All I see is a bubble. I'd love to see how their valuation makes sense.

### REPLY:
Same. But, I don't think we have enough info to short, and I'm busy watching MU eat China's fat turds. Anyway, BYND's ER will reveal a lot, and it will moon or shit the bed hard. Imo, strangles for that. Cheers.

### END.