Sundry Photography Investment Thesis Despite the company’s current challenges including a substantial debt load, operational inefficiencies, and lackluster sales attributed to what I believe to be as poor product-market fit (PMF), I believe that Beyond Meat’s (NASDAQ:BYND) total addressable market (TAM) could see significant expansion, particularly under scenarios like a bird flu epidemic impacting US cattle supplies. I am not a consumer myself but such an event could drive some red meat consumers to ex ...