DeCaffNoSugar

[DeCaffNoSugar @InfoUld]

@capybaraReborn @capybaraReform Capy, they (and probably others) have taken, and continue to take, advantage of you and your followers to dilute the hell out of your investment. What’s your strategy to withstand that? Seriously…

[DeCaffNoSugar @InfoUld]

@capybaraReform It’s a busy day for you. I see Capy respects your persistence :))

[DeCaffNoSugar @InfoUld]

@capybaraReform Easy,just protect yourself with put options. Anyway, my logic is simple: I focus on improving my avr price. I buy when the price is below my avr, and sell when it’s above. It’s a continuous process.

I don’t see the point in getting shaken out and selling at a loss. Good luck!

[DeCaffNoSugar @InfoUld]

@capybaraReform You never know what the future holds — that’s the key point. In hindsight, an initial entry at 17 and averaging down later at 2–3 would have led to a profitable exit at 5.50.
You never know in advance… That’s why I never give up on a position.

[DeCaffNoSugar @InfoUld]

@capybaraReform You blame yourself and your poor DD.

Measure twice, cut once before entering in the first place.

[DeCaffNoSugar @InfoUld]

@capybaraReform Negative trades never lead to profit. And who says your next trade won’t also be negative? That’s how you end up slowly losing capital.
It’s better to be wrong on 1 stock and work to improve the position by averaging down, rather than constantly locking in losses and restarting.

[DeCaffNoSugar @InfoUld]

@capybaraReform If I decide I want a specific company and start accumulating, I don’t give up because of bad news. Why? Otherwise, you start losing trust in yourself. I see it as a great opportunity to average down my entry price.
Moreover, selling on bad news can often be an overreaction.

[DeCaffNoSugar @InfoUld]

@capybaraReform I see your logic. However, I never enter a position at 100% all at once. I stagger my entries over weeks or even months to first confirm the direction.

[DeCaffNoSugar @InfoUld]

@capybaraReform I’d prefer to average down in this case. Why invest in the first place only to reverse course completely and exit? You need to trust your DD, even if the first entry was at a higher price. What’s the point of exiting? That just locks in a loss…same may happen to the next trade.

[DeCaffNoSugar @InfoUld]

@capybaraReform @capybaraReborn As a result, management take advantage of his strong (and likely well-intentioned) motivation, leading to significant dilution…

[DeCaffNoSugar @InfoUld]

@capybaraReform @capybaraReborn I’m not sure this is a case of the Dunning–Kruger effect. He seems to interpret things very much by the book, as presented in business textbooks, while underestimating potential management inefficiencies and the natural tendency to avoid loss of control.

[DeCaffNoSugar @InfoUld]

@capybaraReform Good job!
As for me I never go short. If needed I protect with options.

[DeCaffNoSugar @InfoUld]

@capybaraReform @capybaraReborn Dilution is a factor he tends to rationalize each time and frame in a more positive light. However, in reality, it is likely to be more damaging over time.

[DeCaffNoSugar @InfoUld]

@capybaraReform @capybaraReborn I have a significant position in BYND. I entered before the well-known Capy squeeze and rode that move. I averaged down into the $0.70s and took some profits this Friday.

[DeCaffNoSugar @InfoUld]

@capybaraReform @capybaraReborn Reddit folks need simple, clearly articulated messaging to stay committed to holding positions ;))
I agree that BYND’s corporate culture, particularly in terms of investor relations, is poor and rather clumsy.

[DeCaffNoSugar @InfoUld]

@capybaraReform I trade in and out using a laddered approach (never buying 100% at once). I don’t rely on miracles. I’m not a passive holder — I actively manage exposure on both the upside and downside. I also stay highly liquid, because no one knows how deep the rabbit hole goes…

[DeCaffNoSugar @InfoUld]

@capybaraReform @capybaraReborn As You can see yourself, companies he invest big perceive him as a hostile takeover risk.

[DeCaffNoSugar @InfoUld]

@capybaraReform So I’m still holding, but I remain skeptical given the lack of any board or management changes. I’m also not particularly keen on the new direction tbh.