Hey friends and family, This is a rapid fire follow up to yesterday’s Back of the Napkin analysis of Peloton. Sometimes these mental models lead to enlightening investment theses or market insights. In the case of Peloton, I think we identified a pretty exciting long term investment opportunity. Let me know what you think of this investment idea.
Why I'm Riding with Peloton - The Speakeasy 🥃
Why I'm Riding with Peloton - The Speakeasy…
Why I'm Riding with Peloton - The Speakeasy 🥃
Hey friends and family, This is a rapid fire follow up to yesterday’s Back of the Napkin analysis of Peloton. Sometimes these mental models lead to enlightening investment theses or market insights. In the case of Peloton, I think we identified a pretty exciting long term investment opportunity. Let me know what you think of this investment idea.