To offer a different perspective: I used to hate exercising. I'm the type of person who paid a gym just because I loved the idea of being in shape, but had no i

To offer a different perspective: I used to hate exercising. I'm the type of person who paid a gym just because I loved the idea of being in shape, but had no interest in putting in the effort. With the obvious realization that I wasn't getting younger, I decided to get a Peloton last year, and immediately got hooked. I started riding 3-4 times/week, but since the lockdown started I created the habit of riding every single day; I'm now on my 16-week streak. But the surprising part is that I'm actually enjoying it. So I'm the opposite spectrum - I'm long on these companies, and strong believe they'll continue to do well post-Covid. The model is brilliant: fixed cost, variable income, and control of the entire ecosystem -- hw + sw + content + ownership of the customer experience. Unless they screw up on execution, they have a very profitable path ahead. Just sad that Mirror was acquired by Lululemon, instead of Peloton; it would be a killer combination in terms of content + hardware. But it wouldn't surprise me if they come up with something similar in the future.