PTON short thesis

Why pay 2500 and 50 a month when I can hit the gym for 30-60 a month? We’ll see what happens. the may 100 Puts are being hammered. -84

papi chulo – I think with reopening, people will embrace nature more. Thus, they’ll hike, walk or hit the beach rather than sit in a gym.

Lastly, Apple One is coming to eat $PTON’s lunch in ancillary non-cycle sub services.

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