#PTON

NewTrad64016567

Thoughts on $PTON. I just bought a position after owning a the device for a month. Thread on why the stock still looks to offer great value here to me

Aaron 🚀 ExponentialGains.com

$PTON think we see new ATH again soon? Wasn’t even on radar till I noticed the equity core PnL $PTON new ATH With a bonus PT upgrade. Wait till

Alec Barrett-Wilsdon

A quick tweetstorm on the Mirror / LuLu acquisition and why it was a steal at that price Early reporting putting the pricetag at $500M on slightly more than $100M

Interesting reading $PTON initations claiming that they "offset CAC with GM's on product sales". 1) Is it really "offsetting" if 70% of your business is product sales? 2) in a

Duarte 🇵🇹🇪🇺

How $PTON has developed a cult-following brand and why it should matter for investors: The idea was a simple: "Why shouldn’t top-level spin classes (and strength and stretch and yoga

Prep for trading week 48 | Sunday, 22 November 2020A thread https://mrmaxmarket.com/2020/11/22/prep-for-trading-week-48-sunday-22-november-2020/ Just my thoughts! No investment advice! You are responsible for your investment decision! Do y

John Street Capital

0/ In early May we wrote about COVID-19 as a societal accelerant and highlighted at home fitness. $PTON was capturing the headlines (up 50% YTD at the time) but microcap

Francis - Analyst

Affirm Holdings [$AFRM] Mar 21 Earnings Highlights:I just finished reviewing the report and the call.Thread Outlinei) 10 key takeaways from the report;ii) What trends are happening across the Fintech &

Wondering some notable differences between BNPL installment payment services? Here’s a basic comparison between Affirm $AFRM Afterpay $AFTPF in response to @Chris67076278 question – follow the subtweets below this one:

$PTON thread $PTON are air freighting bikes at higher cost. Why are they doing this?3 main benefits: Allowing capacity to catch up with demand Allows for faster revenue recognition

Pin Eowpittayakul

$AFRM Thread....According to $AFRM S-1, in North America, “buy now pay later” market share is expected to triple to 3% of the e-commerce payments market by 2023. Let's dive into

random thought Learned long ago sector rotation is much healthier than outright migration and we've seen plenty of that w theme tech, biotech, etc. This is all good stuff; capitalism,

Investment Talk

InvestmentTalkk

One sentence, for the rationale behind each of my position, at the times they were first purchased: 1) $FB ($251): Market underpricing the assets of the company, underestimating the potential

$PTON Earnings call highlights:Rev growth beat with $1.262B up 141% with Bike and Bike+ showing strength.+414K net new subs - strongest net adds ever+0.31% churn - lowest churn rate on

Portfolio update 10/23: $FB is now my third largest position at 10%. After diving into the financials over the past few days I’m convinced $FB is 40-60% undervalued and could

After the recent sell off, I just compiled the P/GP for 2022 for core holdings and watchlist: $FB 8.4x$SE 23.7x$PINS 14x$BABA 10x$UPST 11.6x$SQ 19x$RDFN 12x @plantmath1 @skaushi @ParrotStock @jablamsky @ArsalaanAli6