analysis competition and make argument defending long or short trade

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The file Peloton Tearsheet needs more edits. I want you to add second page with some images from their investor deck and discuss competition more in depth, look at this recent WSJ article comparing to echelon https://www.wsj.com/articles/is-peloton-a-fitness-fad-or-a-tech-company-everythings-riding-on-the-answer-11579273632, and need to discuss the big upcoming lockup in shares.

Work on making note longer with more research and argument defending long or short trade.

https://seekingalpha.com/symbol/PTON?s=pton read some of seeking alpha articles on it

One page total. Thanks

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