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I HATE MY PELOTON! SO WHY AM I BUYING PELOTON ($PTON) STOCK?

I Hate My Peloton! SO Why Am I Buying Peloton ($PTON) Stock?
I Hate My Peloton! SO Why Am I Buying Peloton ($PTON) Stock?
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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)!

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Responses

  1. About 6 months ago I had a couple of thousand dollars to invest. I was looking at my choices came down and I settled on either PTON or FKWL. I chose FKWL because I wanted to get into the 5G market and I liked what FKWL was doing. Needless to say I’m happy with my choice and I keep adding to my investment. My initial investment is up over 400%. Should I keep adding to this stock as it increases?

    1. I would say that you can’t compare PTON ($1.8bn revenue, $18bn mkt cap) with FKWL ($0.036bn revenue,$100mm mkt cap). FKWL has higher “returns” because it was more like a call option on a highly risky stock. Moves up and down based on the potential that it’s a thing or not, versus if an existing company with product sales can grow. FKWL in retrospect has a lot more risk inherent in it. Just as it went up 400% it can go down 200% in a day. PTON doesn’t really have that kind of volatility. I don’t know anything about FKWL, but if you believe that it’s game changing and will become a legitimate company with earnings and have great news, then I’d figure out how “big” you think it’ll be and decide accordingly! That kinda bet is more like a speculative bet with higher odds. Just like Red/Black on the roulette table vs betting on a single number.

    1. If you’re looking to establish positions in growth tech companies, on a relative basis, PTON looks like a good one to dollar cost average into. But obviously a whole-market crash is gonna affect these things moreso than maybe value cash flow plays. Most things I like, I like on a 5-year basis!

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