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- Really good product (most important). - Subscription model makes sense and is sticky with good margins. - Undercuts gyms while providing better experience.
by fossuser 6y ago
- Really good product (most important).
- Subscription model makes sense and is sticky with good margins.
- Undercuts gyms while providing better experience.
- Well timed growth during pandemic.
If I use a product and think it's really excellent I'll check out the stock and the company. This has largely worked for Apple, Tesla (bought in 2012), and now Peloton.
- antoniuschan99 6y agoPeloton is actually really good. I subscribe to their digital service for 12.99 a month and you get to access all the classes. Basically like online bootcamp/yoga. Not sure why the consensus overlooks this part and focuses on their expensive hardware (I don’t have any of that).
- deleted 6y ago[deleted]
- objektif 6y agoFair enough let me know next time you like a product :)