PTON: Leveraged, high-value growth w/ omicron as a near-term growth catalyst [DD/YOLO]

2021.12.02 00:38 dowgy PTON: Leveraged, high-value growth w/ omicron as a near-term growth catalyst [DD/YOLO]

PTON: Leveraged, high-value growth w/ omicron as a near-term growth catalyst [DD/YOLO] TLDR: PTON is a fundamentally solid growth stock trading at a severe discount. Omicron has the potential to send it ripping again as increased transmissivity and immune evasion are likely to cause a massive COVID wave this winter, accelerating sales.

You'll hear Peloton put down as a stationary bike with an iPad. Aside from the connected sensors and on screen metrics, this is true. However, the business isn't about the bike. PTON earns high margin revenue from subscriptions, with nearly non-existent churn (monthly cancellations) ranging from 0.3-0.8%. This is unheard of in the fitness space.

PTON has leverage. You can leverage cash, as you buffoons do, or you can leverage labor, relationships, and technology. PTON leverages technology. You have one spin instructor getting paid $500 to produce a class for 80,000 students paying ~$2.50 per class. As PTON grows, their subscription margin will continue to grow, and this leverage will increase and produce value for investors.

PTON is currently pulling in $4B+ annually, with $1.3B from subscriptions alone (2.5M connected fitness at 39/mo and 900k digital at $13/mo) at a margin of 67%. Remember all growth here is additive, subscription revenue is highly stable due to low churn and will continue to grow.

A worthless thought exercise - PTON could shut it's offices tomorrow, close stores, stop manufacturing, sell off $1B+ in assets, while continuing to produce content for existing customers and operate at a 15 P/E.

Overhead spend did get away from them during the pandemic, but rightfully so as a market leading growth stock with a solid backbone of recurring high-margin revenue. They'll reign it in, and improve margins as well. They recently purchased precor for peanuts, which will reduce manufacturing costs and streamline their ability to produce new products (rower, connected weight bench, etc). PTON started selling their own apparel as a new profitable revenue stream.

PTON is trading at a massive discount and is severely oversold, down nearly 75% from it's pandemic high. PTON will grow from here, and margins will improve, and no other competitor will produce the same leverage that PTON has with their subscription model.

It's also worth mentioning that omicron, with increased transmission and immune evasion, may also serve as a catalyst to send this ripping in the coming weeks as it sweeps the US.

Position:
https://preview.redd.it/3laf5aopu1381.png?width=2350&format=png&auto=webp&s=293dc6efcd8974d7e94e567ec016e9b20cf88da9
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2021.12.02 00:38 YeetStars a simple gif that i found

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2021.12.02 00:38 bugleyman Series S best selling console on Black Friday

https://kotaku.com/best-selling-console-on-black-friday-wasnt-the-switch-o-1848128635
Probably down to availability, but still nice to see. The smaller die of the Series S SoC appears to be ideal for the current silicon shortage.
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2021.12.02 00:38 evank1254 Origami dragon acrylic under painting. I’m going to go over it with oils later. (Photo reference on second slide)

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2021.12.02 00:38 TheCrazyStupidGamer Devs really need to filter words or remove character limits.

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Longest story short, my husband cheated on me and got someone else pregnant. We’ve been together for almost 10 years but haven’t even been married for 6 months. I want to stay but I don’t know what to do. Can you share your stories and tell me how it worked? Did you stay? Did you leave? If you stayed did it get better? Anything please.
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2021.12.02 00:38 chubachus Daguerreotype portrait of American soldiers posing in a street in Saltillo, Mexico, during the Mexican-American War, c. 1847.

Daguerreotype portrait of American soldiers posing in a street in Saltillo, Mexico, during the Mexican-American War, c. 1847. submitted by chubachus to Daguerreotypes [link] [comments]


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2021.12.02 00:38 IllAdvisedCounsel ITAP of a street in India

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2021.12.02 00:38 pipebombings Should I buy Adam or Kate?

I’m a little new to the game and want to use my shards on Adam or Kate. Adam would be good for SWF, just for laughs and I really like the pebble perk. But I’m really bad at loops and know Windows of Opportunity is great for that… need a little help deciding :)
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2021.12.02 00:38 Present_Excuse9957 Gregory and the Hawk -Leche

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2021.12.02 00:38 Tight-Luck927 Mega Steelix anyone?? Adding max

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2021.12.02 00:38 DreadDedSk8r Android 11 Sensor Issues

I have a Zenfone 6 and I ran into an issue with my gyro and proximity sensors not working in Android 11. I then downgraded to stock Android 9 and all my sensors started working again. I then tried a clean flash of Android 11 and was met with the same sensor problem as before.
I thought maybe I'd have to flash the persist.img file from the working Android 9 firmware on my device to Android 11. Unfortunately that did not work.
Any ideas of how to fix this?
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2021.12.02 00:38 TipTopTaste_YT 20-Minute Oven Baked Turkey Meatballs! Juicy & Flavorful!

20-Minute Oven Baked, Juicy and Most Flavorful Turkey Meatballs! Low Carb-Keto friendly and Gluten free recipe and baking turkey meatballs in the oven, So Healthy!
Here is the step-by-step video recipe.
Ingredients:
2 pound ground turkey
1 medium red onion diced
3 cloves garlic minced
1 bell pepper (mix different colors) dices
1 tsp salt
1 tsp coriander powder
½ tsp turmeric
1 tsp black pepper
2 tbsp dried herb (parsley, cilantro, basil)
¼ Peanut flour
(can be substituted with chickpea flour or breadcrumbs for non keto)
2 tbsp mayonnaise
2 tbsp barbeque sauce (optional)
2 large eggs
½ tsp baking powder
½ cup shredded marble cheddar
Instructions:
Preheat the oven to 400 degrees. In a medium size bowl combine and mix all the ingredients.
Roll into 2 inch balls and place onto a greased baking dish. Bake for 15-20 minutes or until cooked throughout. (time may vary for different ovens and meatball’s size)
So delicious alone or as a side. You can serve them with gravy or as is.
Enjoy Cooking!
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2021.12.02 00:38 Error-002 Does Disney+ have Hawkeye in 4K? Also the other shows and movies?

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2021.12.02 00:38 Some_Pernorkle Any idea where we can get MBS tokens when it launches?

Will we be able to swap MBS on Raydium at launch?
Or do we buy through an exchange? If so, which ones?
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2021.12.02 00:38 NewRCTID22 RSL's FO apparently requested their away section to be sold as reserved seating as opposed to a supporter's section. Therefore, Portland is not allowing banners, flags, drums, etc. since the MLS exempted protocol doesn't apply.

RSL's FO apparently requested their away section to be sold as reserved seating as opposed to a supporter's section. Therefore, Portland is not allowing banners, flags, drums, etc. since the MLS exempted protocol doesn't apply. submitted by NewRCTID22 to MLSAwayFans [link] [comments]


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