Postes
50As the stock market slowly winds down for the weekend, people here are still working on—or rather, trying to improve—their personal returns.
Has anyone here actually ever invested in $PTON (-0,42 %) invested here, or am I the only one voluntarily throwing money at this company?
$NCLH (+14,31 %)
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$SONO (-1,71 %)
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$DUOL
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$APP (-0,91 %)
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$DDOG (-4,84 %)
$RHM (+4,29 %)
$PTON (-0,42 %)
$MCD (+1,62 %)
$SHEL (+1,97 %)
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$DIS (+0,8 %)
$PLTR (-1,14 %)
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$LLY (+4,47 %)
$GOOG (-2,77 %)
$ELF (-1,96 %)
$QCOM (+1,46 %)
$SNAP (-3,69 %)
$WOLF (-3,01 %)
$ARM (-1,2 %)
$VOLCAR B (+1,68 %)
$6758 (+0,38 %)
$SHL (+0,5 %)
$SAAB B (+3,77 %)
$5401 (-0,17 %)
$MAERSK A (-1,08 %)
$R3NK (+2,11 %)
$BMY (-0,63 %)
$BMW (+0,63 %)
$EL (-0,55 %)
$ROK (+1,11 %)
$PTON (-0,42 %)
$KKR (+2,25 %)
$LIN (-1,97 %)
$RL (+1,88 %)
$AGCO (+6,91 %)
$RBLX (-3,56 %)
$FTNT (+4,96 %)
$REDDIT
$ILMN (-0,38 %)
$WMG (+2,75 %)
$IREN (-6,57 %)
$MSTR (-2,2 %)
$AMZN (-4 %)
$KOG (+13,61 %)
$ORSTED (+3,06 %)
$PM (+0,66 %)
$WEED (-0,82 %)
🔹 Revenue: $551M (Est. $542.8M) 🟢
🔹 Adj. EBITDA: $118M (Est. $95.2M) 🟢
🔹 Connected Fitness Subs (end): 2.73M (Est. 2.73M) 🟡
FY26 Guidance
🔹 Adj. EBITDA: $425–475M (from $400–450M) 🟢
🔹 Rev: $2.4–2.5B (unchanged; ~–2% YoY at midpoint) 🟡
🔹 Gross Margin: ~52% (↑ 110 bps YoY) 🟢
🔹 FCF: ≥ $250M (↑ $50M vs prior) 🟢
Q2’26 Other Metrics:
🔹 Rev: $665–685M (Street ~$661M) 🟢
🔹 Adj. EBITDA: $55–75M (↑ ~11% YoY at midpoint)
Ops & Product notes
🔹 Gross Margin: 51.5% (–30 bps YoY; seat-post accrual hit)
🔹 Net Income: $14M (vs. $(1)M LY)
🔹 Free Cash Flow: $67M (↑ $57M YoY)
🔹 New Cross Training Series (Bike/Tread/Row refresh) + Pro Series (commercial).
🔹 Peloton IQ launched (AI-powered coaching).
🔹 Retail footprint expanded (microstores + partners).
🔹 Average workout time per sub +5% YoY.
$BNTX (+0,13 %)
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$N1CL34
$UBER (-0,09 %)
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$PFIZER
$UPST (+3,31 %)
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$TEM (+2,63 %)
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$CPNG (+3,32 %)
$BMW (+0,63 %)
$NOVO B (+2,1 %)
$FRE (+1,42 %)
$ORSTED (+3,06 %)
$AG1 (+4,59 %)
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$CCO (+0,27 %)
$DOCN (-4,19 %)
$LMND (+1,38 %)
$SONO (-1,71 %)
$MCD (+1,62 %)
$HOOD (+0,85 %)
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$ARM (-1,2 %)
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$DASH (+7,07 %)
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$DUOL
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$CRISP
$RUN (+2,49 %)
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$PETR3 (-3,79 %)
$CEG
$WEED (-0,82 %)
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$FR0010108928
$DHL (+1,54 %)
$BOSS (-0,39 %)
$CONTININS
$DOCN (-4,19 %)
$LMND (+1,38 %)
$BP. (+0,63 %)
$FRA (+2,24 %)
$PFIZER
$SNAP (-3,69 %)
$AMD (-1,06 %)
$SMCI (-0,89 %)
$OPEN (+1,42 %)
$CPNG (+3,32 %)
$LCID (-1,32 %)
$CBK (+1,49 %)
$ZAL (+2,89 %)
$NOVO B (+2,1 %)
$VNA (-1,95 %)
$BAYN (+4,67 %)
$UBER (-0,09 %)
$SHOP (-1,02 %)
$MCD (+1,62 %)
$DIS (+0,8 %)
$ROK (+1,11 %)
$ABNB (-0,86 %)
$RUN (+2,49 %)
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$O (+0,05 %)
$DASH (+7,07 %)
$DUOL
$S92 (+2,41 %)
$DDOG (-4,84 %)
$SEDG (+2 %)
$QBTS (-0,98 %)
$RHM (+4,29 %)
$DTE (+1,64 %)
$ALV (+1,18 %)
$LLY (+4,47 %)
$CYBR
$PTON (-0,42 %)
$DKNG (+0,96 %)
$RL (+1,88 %)
$PINS (-1,08 %)
$TTWO (-1,96 %)
$TWLO (-4,39 %)
$MNST (+0,71 %)
$STNE (-1,16 %)
$MUV2 (+0,45 %)
$WEED (-0,82 %)
$GOOS (+2,04 %)
$PETR3T
$ANET (-0,33 %)
Today I'm going to show you my best and worst trades since the start of my investment journey. No show, no excuses - just real numbers and learnings.
🟢 My top 15 trades
📈 From Rheinmetall to Palantir to Ferrari - some positions really took off.
Biggest single gain: +131 % for Rheinmetall💪
→ The majority came from strategically placed opportunities, not luck.
🔴 My flop 15 trades
📉 Nvidia put, Mainz Biomed, BrainChip... The biggest flop?
-99.76 % with a warrant on Nvidia 😬
→ The lesson: highly speculative bets quickly go against you - especially without a plan.
📘 My most important learning
I learned this lesson in my first year of investing:
Short-term trading may work from time to time - but not in the long term.
Today I have a clear strategy:
✅ Core-satellite
✅ Focus on quality
✅ Discipline & long-termism
🧠 Why am I sharing this?
Transparency is not a buzzword for me - it's a duty.
Losses are part of it. If you only talk about your profits, you're only telling half the truth.
#Trading
#Fehler
#Investieren
#Transparenz
#Learnings
#DepotEinblick
#DerSpekulant
#Getquin
$RHM (+4,29 %)
$NVDA (-0,89 %)
$MC (-0,6 %)
$MYNZ
$BRN (+3,25 %)
$COIN (-0,04 %)
$RACE (+1,28 %)
$TSLA (+0,48 %)
$WDL1 (+0 %)
$PLTR (-1,14 %)
$PTON (-0,42 %)
$9866 (-0,17 %)
$MULN
$MRNA (+1,81 %)
$VBK (-0,9 %)
$JKS (-1,28 %)
$TPE (+4,03 %)
$PFIZER
$SLI (-0,96 %)
🔹 Adj EPS: -$0.12 (Est. -$0.07) 🔴
🔹 Revenue: $624M (Est. $623.0M) 🟢; DOWN -13% YoY
🔹 Adj EBITDA: $89.4M (Est. $85M) 🟢; UP +1,434% YoY
Full-Year FY25 Guidance (Updated)
🔹 Revenue: $2.455B–$2.47B (Est. $2.46B) 🟡
🔹 Adj EBITDA: $330M–$350M (Prior: $300M–$350M) 🟢
🔹 Connected Fitness Subscriptions: 2.77M–2.79M (Prior: 2.75M)
🔹 App Subscriptions: 0.54M–0.55M (DOWN -12% YoY)
🔹 Total Gross Margin: 50.0% (vs. 44.7% FY24); +530 bps YoY
🔹 Free Cash Flow: ~$250M (Including ~$5M headwind from tariffs)
Segment Performance
Subscription
🔹 Revenue: $418.5M; DOWN -4% YoY
🔹 Gross Margin: 69.0% (vs. 68.1% YoY)
🔹 Contribution Margin: 72.9% (vs. 72.3% YoY)
🔹 Ending Paid Connected Fitness Subscriptions: 2.88M; DOWN -6% YoY
🔹 Avg Monthly Churn: 1.2% (Flat YoY)
Connected Fitness Products
🔹 Revenue: $205.5M; DOWN -27% YoY
🔹 Gross Margin: 14.3% (vs. 4.2% YoY)
Other Key Metrics:
🔹 Free Cash Flow: $94.7M
🔹 Operating Expenses: $350.5M; DOWN -23% YoY
🔹 Net Loss: -$47.7M; Improvement from -$167.3M YoY
Strategic Updates
🔸 Subscription growth is the core strategy, offsetting hardware softness
🔸 New CEO Peter Stern (ex-Apple & Ford) is executing a pivot to software and recurring revenue
🔸 Marketing cut -46% YoY, yet hardware sales decline was less severe at -27%
🔸 300 bps YoY increase in men joining Peloton
🔸 70,000 members used newly launched kettlebell training
🔸 Nearly 500,000 users started AI-powered Personalized Plans
🔸 Expanded reach via Hilton hotels, Amazon, and a UT Austin campus studio
🔸 International expansion supported by AI-driven subtitles and localized campaigns
CEO Peter Stern Commentary
🔸 “We delivered at the high end or above on all key Q3 metrics. Our shift toward subscriptions is working, and our cost structure is leaner.”
🔹 Revenue: $673.9M (Est. $651.77M) 🟢
🔹 EPS: ($0.24) (Est. ($0.20)) 🔴
🔹 Gross Margin: 47.2% (Est. 47.19%)
Guidance:
🔸 Q3'25 Revenue: $605M - $625M (Est. $652.5M) 😕
🔸 FY25 Revenue: $2.43B - $2.48B (Est. $2.47B)😕
🔸 FY25 Adjusted EBITDA: $300M - $350M (RAISED from $240M - $290M) 🟢
🔸 FY25 Free Cash Flow: At least $200M (RAISED from $125M) 🟢
Segment Revenue:
🔹 Connected Fitness Products: $253.4M; DOWN -21% YoY
🔹 Subscription Revenue: $420.6M; DOWN -1% YoY
Operational Metrics:
🔹 Total Members: 6.2M; DOWN -4% YoY
🔹 Paid Connected Fitness Subscriptions: 2.88M; DOWN -4% YoY
🔹 Paid App Subscriptions: 579K; DOWN -19% YoY
🔹 Average Monthly Churn: 1.4% (DOWN 50 bps QoQ)
Financial Performance:
🔹 SG&A: $638M; DOWN -25% YoY
🔹 Operating Loss: $45.9M (Improved by $141.2M YoY)
🔹 Adjusted EBITDA: $58.4M (UP $140.1M YoY)
🔹 Free Cash Flow: $106M (UP $143.2M YoY)
Key Updates:
🔹 Stronger Engagement: 2M+ users completed Strength workouts
🔹 Improved Hardware Margins: First double-digit Connected Fitness Products margin (12.9%) in 3 years
🔹 Retail Expansion: Costco partnership outperformed all other third-party retail channels
🔹 Debt Reduction: Net debt down 30% YoY
CEO: "We are sharpening execution on product innovation, customer engagement, and cost optimization to drive sustainable growth."
Boeing $BA (+3,79 %)
Merck $MRK (+2,77 %)
Nike $NKE (+2,91 %)
Ulta Beauty $ULTA (+2,86 %)
Roku $ROKU (-0,09 %)
Wayfair $W (+5,55 %)
Peloton $PTON (-0,42 %)
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