Jun. 20 at 8:43 PM
$PTON after a bunch of reading and listening I think this could get to
$15 without breaking a sweat. I think the price increase is average 10-15% and they are guiding to flattening subscriber loses. CBU ramping giving access to +60 countries through Precor footprint. Improved economics across margins and cash flow. Outsized cash balance that will be lead to some announcements soon… not a lot not to like