Peloton's blockbuster IPO (NASDAQ: PTON): What impact, if any, do you see it having on TrainerRoad?

It doesn’t surprise me he doesn’t own an actual bike. I bet a lot of people who do spin classes don’t own an actual bike.

The 400 days in a row seems insane but there are people who do that sort of thing running every day. I’d break my own leg before riding indoors 400 days in a row.

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I’m curious how many peleton users strictly ride their peleton bike vs those that ride the peleton bike a couple times a week, do some of the strength workouts, yoga, etc.

To me that’s the appeal of peleton and apple fitness. Mixing up your exercise. When I was focused on staying fit and not for any goal of racing bikes, I would completely mix it up. 2-3 days of strength training. 2-3 days of endurance (bike or running).

A LOT of Peloton people have purchased Tonal and are using it several days a week. I thought it was just a fad at first, but I’m starting to wonder. They’ve found a way to gamify strength training and it seems to be working. Still early days though.

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I’m one to talk owning a kickr bike and a concept 2 rower but that’s a lot of disposal income having a peleton bike and tonal. But if it keeps people committed to fitness nothing wrong with it IMO

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I’ve noticed Zwift is really upping the catalog of 30 min or less classes that really come off as HIIT that you would see in a spin or peloton class. So if anything, maybe Zwift is trying to dip their toes into that audience more

Sounds like the guy works at home. In the context of jumping on the bike for 15 or 20 minutes once or twice during the work day, maybe even while in a zoom meeting, it doesn’t seem insane.

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I work from home. Zero chance I’m riding my trainer 400 days in a row.

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Can you define “a lot” for us? 1 in 10 Peloton users? 1 in 1000?
Also do you have a link backing up that statement?

Yes. I did extensive research and published it in pubmed. :rofl:

Wouldn’t Zwift need to bring out a full bike with a screen etc for that to be a true Peloton etc competitor?

Since at the moment, you rely on people having their own bike and trainer, which really means keen cyclists…

I closed my PTON pos’n today. That shouldn’t be bearish commentary on that issue, though. It could easily double from here but the 95% confidence interval around where I think the company will go is very wide. It’s been more than a double for me & it’s a new tax year. Good luck, PTON, and thanks for all the fish.

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I thought about buying when it went below $10. I should have. If it gets to $20, I might short a few.

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I was ready to buy back in February of 2020 but didn’t jump on. Have been thinking of testing it again.

I sold around then. I think I was up 150% or so.

very commendable!

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Oooof…that ain’t gonna help correct their downward financial trend.

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I’ve been thinking about buying a little if it goes to $6. It’s so low, the losses are minimal if it goes bust, but if it goes to $20 again, it’s upgrade your bike money.

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I picked up a few shares at the last big one day drop, would consider adding more after this drop but I don’t have free funds to do it.

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