The Fitness Stock No One is Talking About
Sports Michael Teich Sports Michael Teich

The Fitness Stock No One is Talking About

Peloton is getting all the attention as the superstar of Connected Fitness, but the future of exercise is not a winner takes all business. It's time to start taking notice of Bowflex owner Nautilus, which is participating significantly in the workout-from-home trend and is transitioning to digital fitness.

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Disney Needs the NBA and NFL
Media, Sports Michael Teich Media, Sports Michael Teich

Disney Needs the NBA and NFL

Sports fans are loving the overlap of NBA playoff basketball and working from home, but no one loves it more than ESPN and Disney, which is the media company that can gain the most from the return of live sports.

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The ‘Hidden Value’ of Amazon’s Media Business
Sports, Media, Tech Michael Teich Sports, Media, Tech Michael Teich

The ‘Hidden Value’ of Amazon’s Media Business

Amazon’s media businesses today are worth about $500 billion, or 38% of the internet giant’s total value, according to new analysis from Needham. Analyst Laura Martin, who initiated coverage of the stock Wednesday with a $3,200 price target, says Amazon’s media assets are 90% as valuable as AWS, “but these revenue streams are somewhat ‘hidden’ since AMZN doesn’t break out their revenue or operating income.”

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