[michaelrhansen]

Peloton and Docusign are two drastically different companies, on very different trajectories. Before the pandemic, the busiest mall in my town had a Peloton pop up store that was a ghost town EVERY time I walked by it (I couldn’t even count the amount of times I went by it). This narrative about “pandemic stocks” just feels like lazy regurgitation without looking in depth. PS Tesla did fine with earnings.