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Peloton
Acquired
Pelaton - The Bull Case and the Barecase - What's the Media Narrative Right Now?
"There's just an insane level of customer love for this company," he says. "Even if they sell i have to imagine this'll stay a prestige brand for a reasonable amount of time, like i won't." A sothat a huge component of the bull cases is how could pelaton be worth less than it was before? They grew membership from 700 thousand to nearly three million.
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