Investing in Fitness, Bond Trading, and Big Tech
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 19 December 2019
⏱️ 15 minutes
🧾️ Download transcript
Summary
Can Peleton and Planet Fitness succeed at the same time? Abi Malin analyzes the industry and shares why she believes Peleton doesn’t live up to the hype. Plus, she shares why investors might be overlooking Tradeweb Markets and why Amazon should be worth watching in 2020.
Holiday music - "Christmas Is Annoying" by Keb' Mo'
Transcript
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| 0:00.0 | It's Thursday, December 19th. |
| 0:03.7 | Welcome to Market Foolry. |
| 0:04.9 | I'm Chris Hill with me in studio for the last time for 2019. |
| 0:09.6 | But don't worry, she'll be back in 2020. |
| 0:11.3 | It's Abby Mallin. |
| 0:12.1 | Thanks for being here. |
| 0:13.0 | Thanks for having me. |
| 0:14.0 | So yesterday we recorded Motley Full Money for next week. |
| 0:20.0 | It's our year and review episode and I wanted to because you're not on the episode |
| 0:27.2 | And that's something we need to talk about by the way and getting you back on Motley full money a little bit more often but anyway |
| 0:32.1 | I'm curious as we look back on |
| 0:35.3 | 2019 there are a lot of things that got a lot of attention and some rightfully |
| 0:40.1 | so other things I think now we sort of look back with the benefit of hindsight and we're like, |
| 0:45.0 | boy, we spent a lot of time focused on that one thing and I'm not really sure why. |
| 0:50.0 | What fits in that category for you that you look back on and you're just like, why did we spend so |
| 0:55.7 | much time talking about that? |
| 0:56.7 | Yeah, so I've spent a lot of time looking at various IPOs over the year and I think the one that has gotten a lot of attention and I still |
| 1:04.9 | think we're in peak talking about it is Peloton. So they are the fitness company, they |
| 1:10.0 | produce stationary bikes and treadmills and they're sold at pretty premium prices and |
| 1:14.7 | then they sort of also offer a subscription to deliver high quality fitness classes directly |
| 1:19.2 | to those users within their homes. |
| 1:21.8 | I think we talk a lot about it and I just don't think it's going to be relevant down the line. |
... |
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