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Beyond Meat S-1

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Re: Beyond Meat S-1

#431

Post by feniv »

feniv wrote: post #114
morley wrote: post #2

I have a stupid question: was there a regulatory change in the recent past that made it easier to file for IPOs? Or is this just a coincidence that all these S-1s were filed around the same time?

I've been curious about the increased IPO rate as well. The data is all in EDGAR but it's not easy to find the trends - https://www.sec.gov/cgi-bin/browse-edgar?company=&CIK=&type=... I think it'll be a fun project to scrape the data and create some visualizations with it. Look out for a Show HN from me if you're interested!

FYI - I've put up the extracted data and a quick visualisation here - https://thequarterly.org/S-1.html

Surprisingly, it doesn't look like the overall number of IPOs is any higher this year than in the past.

Re: Beyond Meat S-1

#432

Post by theNJR »

JohnFen wrote: post #399
theNJR wrote: post #306

Earlier quoted context omitted.

How much is the full cow? Does the rancher vacuum seal the individual pieces for you, or do you pick up 600lbs of meat and have a meat packing party? Any other details?

Because I'm concerned with the end price including butchering, my memory of the cost breakdown details is not ironclad. Take these numbers with a grain of salt. The price varies from year to year, but we tend pay in the neighborhood of $3-$4/lb live weight. An adult live cow tends to weigh around 1,500 lbs, iirc. All in, including butchering, there isn't a lot of saving here -- per pound of finished meat, we end up p…

You really got me interested in this! Thank you for all the details.

Re: Beyond Meat S-1

#433

Post by jabberwocky12 »

avree wrote: post #260
alangpierce wrote: post #241

Earlier quoted context omitted.

That's fantastic if so. Their FAQ still says it's "coming later this year, find it at a restaurant". I follow them pretty closely and haven't seen any press about it. https://faq.impossiblefoods.com/hc/en-us/articles/3600190998... I guess I'll look at some Safeways to see if I can find it, maybe it's in some stealth release or something.

FWIW, I have never seen an Impossible Burger in any Safeway (or Whole Foods) in the Bay Area. And I somehow doubt they would have just stealth launched an enormous chain without someone noticing; https://www.sfgate.com/food/article/Safeway-to-Carry-the-Pla... there are plenty of articles like this about the Beyond Burger getting into different chains.

There are Beyond Burgers in Safeway. We buy them every week. They are delicious.

Re: Beyond Meat S-1

#434

Post by meekstro »

cageface wrote: post #423
meekstro wrote: post #404

Earlier quoted context omitted.

It is controversial though. Vegans have higher rates of depression and anxiety than the general cheeseburger eating population which has terrible rates of depression and anxiety. They also have higher rates of auto-immune disorders. The major benefit of their diet comes from toxicity reduction from eating optimised daily calories. A plant sits in one spot thinking how to poison anything that eats too much of it. An a…

Citation for your claims about depression and immune disorders being more common in vegans? I've seen tons of studies showing exactly the opposite and also anecdotally in every vegan I know. Plant based diets are highly anti inflammatory which helps a lot with depression. And the mammalian proteins in meat & dairy seem to be powerful triggers for the immune system to start attacking itself.

Vegetarians and rates of Depression https://ijbnpa.biomedcentral.com/articles/10.1186/1479-5868-...

I don't have one for immune disorders. I apologise but people with multiple sclerosis don't gravitate towards vegan diets.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3181302/ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6412750/

Can you please share a few of the best studies you've seen on veganism reducing depression and autoimmune disorders, I'm genuinely interested and hope I'm missing something.

Re: Beyond Meat S-1

#435

Post by GrzegorzWidla »

mijamo wrote: post #376
megablast wrote: post #334

Earlier quoted context omitted.

I guess you are ok with being farmed in a similar way? Of course not.

Your argument would be valid if they were humans. They are not. I fail to understand why they should be treated as such. And if we consider animals equal to humans, do we send them to jail if they behave badly? Do we prevent them from being murdered by other animals? Isn't it utterly hypocritical to let animals die by starvation in the wild while preventing farming? What is even the natural habitat of farmed animals…

What happens to a dog that bites a human? In many countries they get euthanized.

Cows as we know them wouldn't exist without farming (for leather, meat, milk). As meat eating reduction is something that will never happen over night, they simply are going to become protected, nearly extinct species that live in few sanctuaries (charity).

Without artifical insemination numbers are very manageable. Remaining, existing population would be eaten till numbers are low enough.

Re: Beyond Meat S-1

#436

Post by GrzegorzWidla »

Pfhreak wrote: post #256
ajharrison wrote: post #222

Earlier quoted context omitted.

So you haven’t gone vegetarian then - you just don’t eat meat a lot.

I disagree. My eating choices have resulted in the deliberate slaughter of a single animal (to the best of my ability to track this) over a 1.5 year period. I've refused all meat except the meat that comes from that animal, and even then I eat it only rarely. I will refuse meat from other sources -- friends and family, restaurants, prepackaged foods, cheeses with rennet, gelatin, etc. Being a vegetarian or not has fu…

Half of cow meat in UK comes from used dairy cows. Every dairy cow has to give birth 8-12 times and over half of those born calfs are boys. As they are no use otherwise, they get slaughtered immediately after they are born for their tender meat. By eating diary of any kind you're doing as much harm to animals as you'd by directly buying steak. You're also doing more harm to your body as quality meat is better for health (still bad) than cheese.

Re: Beyond Meat S-1

#437

Post by GrzegorzWidla »

basetop wrote: post #429
nostalgiac wrote: post #339

Earlier quoted context omitted.

> Also, meat is a natural part of a healthy human diet. It's unrealistic to think that meat consumption is going to be viewed as tobacco. I disagree. https://www.who.int/features/qa/cancer-red-meat/en/

I've read that vegan propaganda so many times that I knew you'd post it before I posted my comment. Plants create carcinogens to defend themselves from being eaten. https://www.npr.org/sections/thesalt/2013/10/01/228221063/wh... Not to mention carcinogenic pesticides all over vegan food. https://www.businessinsider.com/kale-dirty-dozen-contaminate... Your post reminds me of another false vegan trope. Fish is bad for…

Okinawan Japanese that had the long life span only ate 3% of their calories from animal meat (fish). And it certainly wasn't the shitty, polluted fish we get today.

All blue zones - areas with people living the longest - have similar diets. So you can eat meat and be healthy, literally one meal per month. That's it.

Re: Beyond Meat S-1

#438

Post by avree »

jabberwocky12 wrote: post #433
avree wrote: post #260

Earlier quoted context omitted.

FWIW, I have never seen an Impossible Burger in any Safeway (or Whole Foods) in the Bay Area. And I somehow doubt they would have just stealth launched an enormous chain without someone noticing; https://www.sfgate.com/food/article/Safeway-to-Carry-the-Pla... there are plenty of articles like this about the Beyond Burger getting into different chains.

There are Beyond Burgers in Safeway. We buy them every week. They are delicious.

Yes, there are Beyond Burgers. Just not Impossible Burgers.

Re: Beyond Meat S-1

#439

Post by leekyle333 »

jakevn wrote: post #297
leekyle333 wrote: post #293

For people that like to eat healthy, how do you feel about eating something as processed as the "beyond burger?" I get that it's nice to have another option but to me it's hard for me to stomach the ingredients especially with canola being the third ingredient.

Processed is not a bad word when it comes to health. What matters are the ingredients. I'm not aware of any consensus on canola being anything but healthy, but am interested in learning more as canola oil is what I use for cooking. That being said, like any meat or meat-substitute, I wouldn't consider it a "health food".

I agree with you that the ingredients matter, but I also think as a blanket statement avoiding processed foods is smart.

I think this is a pretty good synopsis of why canola and PUFA's (polyunsaturated fatty acids)are bad. I actually think it's possible that we should be vilifying them on the same level as sugar. https://www.alexfergus.com/blog/pufa-s-the-worst-thing-for-y...

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