Aug. 14 at 3:46 AM
$BRBR for all those hating on this stock... Remember 3 things:
1. Things don't go from 78 to 8 without some blemishes, but I see no blemish that is 90 percent off (more like 50 percent which still puts this above 30).
2. The whey market' is projected to have sufficient capacity in 2027, the primary "blemish", Google galandia.
3. This is the market leader in a fast growing category, beating the likes of Coke and Pepsi, at a 2.5b ev, pulling in 250m cash in their last good year. Still growing top line in a shit year 4 percent.
Yolo at 8.70 avg cost, this is now by far my biggest position.
