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Funny, both companies know they have a loyal base and have recently raised pricing outside of declining new sub adds.

Loup TV 131: Peloton's Bigger Question — What's the Next Fitness...

00:00:00 Introduction0:10 PTON down 25% today0:45 Déjà vu to Netflix1:24 Biggest takeaway2:08 Supply-demand2:34 What will Peloton's LTV be?3:05 Earnings irre...

12:04 AM · Jan 22, 2022

Replying to

Gene what is up w $AMZN??

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Replying to

Thanks for 20% correction one week ago . Now market down 20%.

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$TSLA as Safe Haven: Minting cash Minimal debt Growing cash

IG upgrade Global production Supply-limited growth Technology leadership Proven executive team Competition refunding High & growing demand Control over supply chain Ability to dial growth as needed

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