Discover and read the best of Twitter Threads about #categorydesign

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1x $PTON has been hit hard. Is it a buy or not?

@onepeloton is trading about where it IPO’d ~$27/share

In late 2019, it was a $9B market cap on $0.4B revenue for a ~22x revenue multiple

Now it is $9B market cap on $4B of revenue or 2.2x

That's cheap for a #CategoryCreator
2x But is $PTON is a #categorycreator?

#Categorycreator are valued at 5-10x revenue
per our @categorypirates analysis of @Fortune100 fastest growing

You can read about it here, in our #categorydesignscorecard, which I will apply in this 🧵

categorypirates.substack.com/p/the-category…
3x Let’s use the scorecard

Category POV/Problem: Their mission is to use tech/design to connect the world through fitness, empowering people to be the best version of themselves anywhere, anytime

They have a great solution, but they haven’t articulated the problem
Read 9 tweets

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