TMT Weekly:  3 Things that Stood Out (In Retail) The Week of 5/​15/​2020
Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...
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TMT Weekly: Â 3 Things that Stood Out Week of 5/8/2020
Paypal and Activision reported earnings last week…both were crowded longs going into earnings, which had proven to be tough setups for NFLX and...
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Peloton: How Steep Is the Descent from the Peak?
We wrote about Peloton Interactive (PTON US)Â a few weeks ago as being an overstated beneficiary of COVID-19, which clearly didn't materialize in...
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Peloton: On a Road to Nowhere
Summary: Peloton Interactive, the leading interactive fitness platform has an unsustainable growth algorithm. Profitability is dependent upon an...
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2020 High Conviction: Is There a Problem with Peloton?
In this note, we look at the underlying dynamics with regards to Peloton Interactive (PTON US) as interest has increased in the name due to a...
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