You all have had access to my pitch here on acouplecents.com for about a week, but I just made a video where I walk you through it.
I start by giving you a quick product review of my experience with owning the Peloton Bike and why I don’t like it! After that, I do a full stock pitch that includes analysis of Peloton’s business, strengths, competitors, recent performance in COVID, and catalysts. I then dive into my discounted cash flow excel model and my base case, upside case, and downside case valuations. I then let you know my thoughts on how attractive I think Peloton ($PTON) stock is in the current environment! I also let you know how you can compare it to other growth and software stocks and then do a deep comparison versus another hot stock Shopify ($SHOP)!