Apple Inc.

Peloton Interactive, Inc. Class A Common Stock

I've been using Fitness+ over the holidays. It's quietly impressive.
![](https://s3.amazonaws.com/media-service.production.commonstock.com/59c99d14344ea7421173e33fc5c496b1ca031f93ab2babca7252e780c809f6bf-1960x1232.jpg)
Right now it's limited by the fact that a) it requires an iPhone and Apple Watch Series 3 or later and b) there are no live classes but the seamless  experience leads me to believe that Fitness+ ($80/year) will eventually become a force for $PTON to reckon with (alongside [other competition](https://www.bloomberg.com/opinion/articles/2020-09-23/amazon-prime-bike-scare-is-peloton-s-wake-up-call)), putting downward pressure on Peloton Membership ($40/month and $13/month) growth and the company's goal to reach [100M subscribers](https://investor.onepeloton.com/static-files/5155a9dc-1da8-4d6a-b232-3c231b8983b6).

Is $PTON in danger of becoming the next [Blackberry](https://www.forbes.com/sites/parmyolson/2015/05/26/blackberry-iphone-book)?

https://investor.onepeloton.com/static-files/5155a9dc-1da8-4d6a-b232-3c231b8983b6

After a surge in demand from homebound fitness buffs, Peloton faces a raft of challenges and potential stiff competition from heavy hitters.

https://www.bloomberg.com/opinion/articles/2020-09-23/amazon-prime-bike-scare-is-peloton-s-wake-up-call

Peloton Gets Wake-Up Call With Amazon Prime Bike Scare

New book gives an inside view on how BlackBerry failed to react to the crippling impact of Apple's iPhone.

https://www.forbes.com/sites/parmyolson/2015/05/26/blackberry-iphone-book

BlackBerry's Famous Last Words At 2007 iPhone Launch: 'We'll Be Fine'

$AAPL Fitness+ and $PTON

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 

Public Portfolio

Scott Barrow

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/4c5288b9bacd44e72c1919f588ef0c29073717854707df6887ae1c7d5ebc5d3f-564x307.png)


This is fine

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/2068a340ddcd157f0a19516891ce7bae5a29fe14ec8e521a5b3422e4939717c0-564x450.png)


Slow and bumpy

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/df09ad8d25e0bd1586a77035d2ebe4c170b3a3cf3f82af6cc0621b0ccaa60d0b-1147x718.png)

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/a3eaa748b1d8b57cd8489ba7394f02c6db53fdaf70ef8495919d4f4ac2d5bc48-1147x718.png)

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/55cba4cfa02905ee58022906690b888a1d22858331d06984c8334407b036af51-1147x718.png)

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/df26772b878e1cda7b93da83936ebe5f4dc1ecdf00d174c7a8c96f47082571ee-1147x718.png)

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/6ea64c0478e35333f000dc8f872c241dee78827c34c5c610fdc3eaed3c737de0-1147x718.png)

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/bbb79b27efae764df7e41aaf24b2d862f1239c9b4056d465d2c1c50a3d81d7b1-1147x718.png)

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/e67164a1f6225008993e1e1d4d9984efb7c5d7ce05dee05e858ac08ba12ca284-1147x718.png)

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/dd198ba87962a8d9df561f2fc47a8c535f0f2c2e911e81a245783361524da772-1147x718.png)










Big Tech vs Bitcoin 

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/b1c0e804256bcfaad1d804af354d875b210e85ec1a08398b4f7a68d8a85f7d2b-1101x449.png)


Do you remember the S&P in September 🎶

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/bd81dddf9eb5f60103672190f69599121d8131841c221c44e1d87eef736b85b2-564x1123.png)


2005 vs 2020

￼![image](https://s3.amazonaws.com/media-service.production.commonstock.com/9dc43367a0a704977bd3fe2956c1a651658fd8b9251ce516c59fdc0b81f9e5df-700x394.png)

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/11474943116bd6db81adef7ac08c5f6e9e1909566560bbfca3c81eccc08a198f-564x315.png)


1999

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/c74afb4c6249ad048aefc599f8678c6a1ec8791b9b289dbf8e58ba72742177c6-896x570.png)


Full market cycles

![image](https://s3.amazonaws.com/media-service.production.commonstock.com/53b023a60274a77a93514dc568c7ff2592f594029ab3ee3377c0a4c9348eed6d-564x473.png)

👀

​British economist Jim O'Neill says the global economy can bounce back right to where it was before, in a V-shaped recovery. But his argument is based on a l...