September, 2020 - Fat Baby Funds

Long $CULTS – On Peloton

Posted on September 22, 2020December 4, 2020All, Stock Write-Ups

Peloton makes no sense to me. The business model is boring, essentially a hardware company pretending to be SaaS. You pay $2k+ for an exercise bike, then even more to stream the classes. It’s stupid ...

Bitcoin and Trust

Posted on September 15, 2020December 4, 2020All, Stock Write-Ups

I’ve noticed people claiming that Bitcoin has a fatal flaw. The flaw will prevent it from being a reserve asset and ultimately lead to its downfall. The reality though, is that this isn’t a fatal ...

Amazon: Turning Weaknesses into Revenue

Posted on September 1, 2020December 4, 2020All, Stock Write-Ups

I bought Amazon for the first time. I’m not sure why I never bought before. If anyone asked me what my favorite stock was, I would say Spotify or Amazon. I own $30k of Spotify ...