It May Be Impossible to Outcompete Factory Farming – Lewis Bollard

Bullish:

• $INOVOSEX - Inovo sexing technology has shown significant impact in reducing chick culling, sparing millions of chicks and demonstrating potential for growth in the humane poultry industry.

  • “Inovo sexing has already spared about 200,000,000 chicks from that fate.”

    Lewis·11:38
• $CAGEFREE - The cage-free egg industry is experiencing substantial growth, with major markets transitioning away from caged eggs and retailers like Costco successfully implementing cage-free policies without significant price increases.

  • “The US has gone from less than 10% cage free to 47 cage free. The European Union is now 62% cage free. This is a huge transition.”

    Lewis·31:19

  • “Costco went a 100% Cagtree. They followed through on their promise. And what we see is they are now selling Cagtree eggs for the same price as Walmart sells its caged eggs.”

    Lewis·59:40
• $HUMANETECH - Humane technology in animal farming is significantly underfunded compared to alternative proteins, presenting a potential growth opportunity with relatively low current investment.

  • “There's a huge difference. So, I mean, it's it's probably the venture capital on the humane technology is is probably less than $10,000,000 a year.”

    Lewis·6:13
• $PASTUREMEAT - Pasture-raised meat production presents significant market potential through innovative, welfare-focused farming practices that could yield billions in economic value.

  • “I think there are a whole lot of other practices like that out there. There are a whole lot of these care practices being done where someone could come in and with a little bit of smart work around this and an actual focus on animal welfare, bring in solutions that could potentially help billions of dollars.”

    Lewis·15:20
• $ALTPROTEIN - Alternative proteins show promise for growth, with potential acceleration from technological advancements including AGI, despite facing cultural and political challenges.

  • “I think there's a huge amount of good that technology can do in this space, and I'm optimistic that AGI can accelerate that hugely.”

    Lewis·2:02

Bearish:

• $FACTORYFARM - Despite technological advances in alternative proteins, factory farming continues to grow globally, challenging the narrative of its decline.

  • “Every year, we're factory farming about 2% more animals globally.”

    Lewis·0:45
• $CAGEDEGG - The caged egg industry is experiencing a significant decline as major markets rapidly transition to cage-free egg production.

  • “The US has gone from less than 10% cage free to 47 cage free. The European Union is now 62% cage free. This is a huge transition.”

    Lewis·31:19