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ABNB , PTON , UBER , LYFT

+36 pts



Needham data indicates Americans plan to travel more next year than 2019 ($ABNB+), work out at home more ($PTON+), but still hesitant on rideshare ($UBER $LYFT)

By phenphen on June 28, 2021, 11:52 a.m.
Tagged topics: ride share , travel recovery , Needham , consumer trends , workout from home here to stay

Views: 159, Votes: 3, Responses: 0, Attachments: 8
PTON

+37 pts



$PTON - Oppenheimer estimates $170bn incremental TAM with 9.5m potential new subs exposure from expansion into Corporate Wellness

By phenphen on June 23, 2021, 11:35 a.m.
Tagged topics: TAM expansion , Oppenheimer , workout from home here to stay , corporate wellness

Views: 336, Votes: 2, Responses: 0, Attachments: 7
PTON

+36 pts



$PTON - BMO (big bear with $45 target) says current stock price implies subscribers will stay on for 29 years, but the market doesn't seem to care

By phenphen on June 14, 2021, 12:11 p.m.
Tagged topics: BMO , overvalued , healthtech , workout from home during pandemic , subscriber value

Views: 146, Votes: 2, Responses: 0, Attachments: 10
PTON , AFRM

+1 pts





By tokyotwin on May 14, 2021, 11:32 p.m.
Tagged topics: valuations , Morgan Stanley , analyst lowers target , Tread recall , client concentration

Views: 3, Votes: 1, Responses: 0, Attachments: 0
SHOP , PTON , AFRM

+1 pts





By tokyotwin on May 14, 2021, 11:29 p.m.
Tagged topics: earnings results , RBC , strong demand , BNPL , client concentration

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AFRM , PTON

+35 pts



$AFRM - Morgan Stanley halves target to $73 in 'base case valuation', but remains bullish on non-Peloton merchants

By mooreideas on May 12, 2021, 5:57 p.m.
Tagged topics: valuations , Morgan Stanley , analyst lowers target , Tread recall , client concentration

Views: 143, Votes: 2, Responses: 1, Attachments: 6
AFRM , PTON , SHOP

+37 pts



$AFRM - RBC says Q3 print and guidance highlight underlying demand, but also illustrate need to diversify client concentration

By realjoe on May 11, 2021, 1:31 p.m.
Tagged topics: earnings results , RBC , strong demand , BNPL , client concentration

Views: 115, Votes: 3, Responses: 1, Attachments: 6
PTON

+6 pts





By adamsmith on May 6, 2021, 10:48 a.m.
Tagged topics: downside risk , discount valuation , risk-reward , Raymond James , long-term winner , Tread recall , bear case , quality control

Views: 3, Votes: 2, Responses: 0, Attachments: 0
PTON

+2 pts





By mecche on May 6, 2021, 9:06 a.m.
Tagged topics: JP Morgan , risk to guidance , Tread+ , Tread recall , touchscreen issues , product launch delay

Views: 3, Votes: 2, Responses: 0, Attachments: 0
PTON

+10 pts





By Noto on May 5, 2021, 9:49 p.m.
Tagged topics: downside risk , discount valuation , risk-reward , Raymond James , long-term winner , Tread recall , bear case , quality control

Views: 10, Votes: 4, Responses: 1, Attachments: 0