Are You Long Term?

The embattled company in the public markets is pelaton. I would say i'm more bearish on them, not because of the opportunity that's in front of them,. But they feel a little bit lost as a business in terms of what the right next step is. Feels like a mis opportunity for me, because it is a loved brand. The right fitness regiment in this next phase still has a fair amount of market cabin and audience if they can leverage.