The stuck-at-home reality we live in right now has fueled an already popular brand. I like PTON, but really need to see how it handles the post-covid economy.
Sept 11 Update: I still love PTON, but just can’t add here. I want to see mid 70s for possible entry.
Every cool kid with outdoor gear or feels connected to the outdoors has YETI. When you see brand stickers on cars (YETI stickers everywhere), you now you have a cult brand.
Sept 11 Update: I like the consolidation. Watching.
Everyone’s favorite retailer and cloud darling (AWS).
Sept 11 Update: Like many of the momentum stocks, AMZN has pulled back, but there might be good opportunities to add soon.
People would divorce their spouse or abandon their pets before they will part with their iPhones.
Sept 11 Update: 5g will drive this one up eventually. I like it here, but even more in the upper 90s (not sure it will get that low).