$FMCI The bear thesis always boils down to "it's just frozen food" and when you throw out actual data, they never have a valid counter argument. Ultimately, fundamentals do matter.
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@aaronkellysbones I think the argument is more about valuation when the product is discussed. I’ve seen plenty of Bulls saying that our PT is $150 bc BYND is there. But they’ve created a brand new food segment and so TTC is really just “frozen food”. Doesn’t mean it’s not great and profitable and growing, just that it’s not revolutionary technology that’s changing a sector. As such my PT is still $35.