I still don't get why this is getting so much play. Frozen food is not going to get people's emotions going to shoot the price skywards, imo.
It's a long term play breh.
Plant based industry still has rooms to grow.
and this has a look & feel and can become a legit household name. Brand matters, and this has a strong brand presence. In order to become a household name the company has to have a strong brand presence. I like this company because they got the brand down. i care about the branding and they got it.
And then go look around and try to find their products nearby grocery stores. It's usually not there. I've been to 4 states in the past 8 months. I found 2 places where they carry these hoes. I found them in Target. and just Acai bowl.
It only means they have rooms to grow. I just recently bought ton of frozen foods because i wanted to lose some weight. I can't control a damn portion, so frozen food diet really works well for me. just ton of lean cuisines, healthy choice, and etc, etc. When people buy these products they don't really pay attention to the brand itself. usually it's the content that matters. calories and the food itself. So what can a brand to do stand out from the pack? It's about creating a brand.
Imagine yourself try to buy a salt. What would you buy? i don't know about you, but I'm a simple nikka. I just grab one of these even though these and call it a day.
That's a damn salt. we pick and choose brands every damn day.
You do a product test with these tattooed chef products they definitely stand out. I'm not 100% in love with their packaging and i think a better art direction will serve them better down the road. and since they are plant based with a beautiful tagline 'foods for people who give a crop' they will soon find their cult followers. They are premium compared to cheaper non plant based alternatives, but people will gladly pay more for better perceived brands.
and just beautiful - they got rooms to grow.
- Currently they don't even run ads.
- they lack SKUs(items)
just addressing these 2 alone means growth, growth, growth.
What I need to see from them is more SKUs, and even more creativity.
And then the boring financial stuff.
Revenue increased by $64mil. that's staggering 75% growth last year. And yet their market cap is only 1.56bill. got good financials and the fact that their market cap is only 1.5bil ish. Beyond meat is at 8.5 bil. I can see BYND getting close to 20-30bil market cap. I can definitely see 8-10bil market cap for TTCF.
2021 outlook is just beautiful.
- Revenue of $222 million, an increase of 49% compared to fiscal year 2020.
- Gross margin in the range of 20% to 25%.
- Adjusted EBITDA in the range of $8 million to $10 million; and
- Net income in the range of $2.5 million to $5 million.
when the food company matures they give out nice fat dividends too. so even if they stopped growing they will start giving me 2-4% dividends. This just has the 10x potential written all over it. This is my warren buffet's mcdonalds. i'm just gonna hold this hoe forever.
Transportation monopoly
to 
I had forgotten about that one because it was too annoying 
If CLOV holds 9 as support, it'll be back soon above 10 as the Hindenburg negativity is finally settling down.