Long Peloton (Still), The Fitness Disruptor

I believe the stars have aligned for Peloton (PTON) and the company could eventually be worth over $70B+ in a blue sky scenario. Check out their hype video here.

The fitness industry is a structural growth story for the foreseeable future as the Instagram generation takes over and focus intensifies on much needed health and wellness improvement globally. The industry TAM is already large and it will continue to grow for decades to come as awareness builds and more countries grow their wealth. The fitness industry has grown at a 5%+ CAGR for the last 15 years and notably also grew during the financial crisis of 2008.

Peloton is the perfect vehicle to… READ MORE @ SeekingAplha