Cleaning Up: Leadership in an Age of Climate Change cover image

From Moore's Law to Moo's Law - Ep136: Jim Mellon

Cleaning Up: Leadership in an Age of Climate Change

00:00

How to Navigate the Over-Inflated Expectations of Beyond Meat

Are you going to see the same over-inflated valuations, followed by the curve of over-in inflated expectation and then it goes down and then it comes back up again? And if so, how are you going to navigate that as an investor? I'm the biggest shareholder in agronomics. I've never sold a single share. So we're not overpaying for companies. We raise money at quite high prices for agronomics, significant premiums to book value. But this is a very different cattle of fish to the plant-based stuff. It's a problem for the industry. In our own case, agronomics listed at 5P, it went to 30

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app