Alex Morris (TSOH Investment Research) — Peloton update tomorrow morning at TSOH Investment Research $PTON
As always, includes prior disclosure of any proposed portfolio changes↗
Alex Morris (TSOH Investment Research) — TSOH Weekly Roundup (05/01/26)
Stocks discussed this week include $PTON, $RBLX, and $QRTEA
https://t.co/RTF8gIJ2mp https://t.co/gTfqUz1AiI↗
April 2026 · 7 mentions
Apr 27
The Future Investors — $SPOT $PTON Spotify is launching a global fitness hub with Peloton, giving Premium users access to 1,400+ workout classes worldwide 🎧🏋️♂️
The move marks Spotify’s first major p…↗
Apr 17
Alex Morris (TSOH Investment Research) — TSOH Weekly Roundup - 04/17/2026 (#3)
Includes $PTON, $NKE, $BF.B, and others
https://t.co/F0CDMdGIOm https://t.co/bYmWNdYNJI↗
Alex Morris (TSOH Investment Research) — $PTON CFO Liz Coddington: "We need to create awareness beyond the bike and get prospective members to consider and reconsider us... And even with ~1.6% churn, we churned out >50…↗
August 2025 · 11 mentions
Aug 21
Alex Morris (TSOH Investment Research) — Peloton: Back On The Bike $PTON
Thank you to @FrancoOlivera for his helpful feedback on this one https://t.co/Btn9ZM30ir↗
Aug 20
Alex Morris (TSOH Investment Research) — Peloton update tomorrow morning at TSOH Investment Research $PTON
As always, it includes prior disclosure of any proposed portfolio changes https://t.co/zAHpboRPj6↗
Aug 16
Alex Morris (TSOH Investment Research) — $PTON CEO on CF Product gross margins: "A lot of it was driven through improvements in things like inventory and logistics. We haven't fundamentally addressed the equipment cost st…↗
Alex Morris (TSOH Investment Research) — Former $PTON VP: "They know they have to evolve to succeed, and they also realized that they can't just spend... That was Peloton's biggest issue, which it struggled to overcome fo…↗
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗