Trade Ideas by DX2 Capital

EP14: Interview w/ Prof. David Miller on his new book: "Sweating Together" $PTON

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Author and Professor David Miller @DavidJMillerPhD joins us to breakdown the story of Peloton. We discussed his upcoming book on the rise of Peloton, longer term vision, competition, challenge, important metric to watch, and much more:

  • How did David become a Peloton enthusiast as an academic who's always spotting innovative companies
  • Peloton's convenience factor, customer engagement, and happiness separate itself from other "hardware" companies; Peloton is in the "well-being" business
  • The key differentiation between Peloton and companies such as Apple and Tesla
  • "In a world facing a lot of challenges, a product or service that actually makes people's lives better, physically and mentally, is something we all need to pay attention to"

    • Link to David's new book:

    Amazon

    ...more
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