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OKLO & BYND LIVE EARNING REPORT
Nov 11, 2025
The creator discusses two companies, Beyond Meat (BYND) and Olo (OKLO), both of which he believes are significantly overvalued despite recent price drops. He notes that neither company is currently in his portfolio and expresses skepticism about their fundamental health, particularly BYND, which he calls a "failing business." He also touches on broader market concerns regarding inflation and the disconnect between stock market performance and the overall economy.
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