Peloton 是一只不适合卖出看跌期权的差股票；销售下滑且期权流动性差。
逐段跳播
我们将使用 Nvidia、Amazon、Mara 和 Peloton 的股票。是的，Peloton。我不知道现在人们是否还经常用它们，但它们在新冠疫情期间非常流行。
We will use shares of Nvidia, Amazon, Mara, and Peloton. Yes, Peloton. I don't know if people use them a lot these days, but they were very popular during the COVID-19 pandemic.
2020 年我们看到了停摆，Amazon 和 Peloton 这两只有趣的股票大幅下跌。而 Peloton 的股票自然是人们在订购用来锻炼的。
Well, in 2020 we saw shutdowns, and shares of Amazon and Peloton, which are two interesting stocks, declined significantly. while Peloton's shares naturally were being ordered by people for exercise.
另一方面，Peloton 在截至 2022 年 6 月的年度亏损了 28.3 亿美元，简而言之，这家公司是个失败。它是垃圾。从任何意义上说都是垃圾，好吗？
Peloton, on the other hand, lost $2.83 billion in the year ending June 2022, and the company, in short, is a failure. It's garbage. Garbage in every sense of the word, okay?
总之，我们将讨论的四家公司是：Nvidia、Amazon、Mara 和 Peloton。
In any case, the four companies we will be discussing are: Nvidia, Amazon, Mara and Peloton.
然后是 Peloton，人们在那里购买自行车和跑步机，并按月支付配额费用。Peloton 的特别之处在于它有经常性收入，这对它有利。它们至少找到了稳定的现金流。这非常好，但目前它也不是一只适合卖出看跌期权的公司。
Then there's Peloton, where people buy bikes and treadmills and pay monthly for quotas. What distinguishes Peloton is the presence of recurring revenues, and this counts in their favor.
They have at least found a steady cash flow. This is very good, but it is also not a good company to sell put options on at the moment.
Peloton 在截至 2026 年 6 月 30 日的年度赚了 6300 万美元。利润很小，但它的销售额下降了。所以，如你所知，我在跟踪这只股票。我觉得它有意思，但我不交易它。好吗？
Peloton made $63 million in the year ending June 30, 2026. A small profit, but its sales declined. So, as you know, I'm following this stock. I think it's interesting, but I don't trade it. Good?
Mara，Peloton 的股价现在确实上涨了，但我并不看好它。它的销售额从 2023 年的 28 亿美元下降到 2026 年的 24.5 亿美元。
Well, Mara, it's true that Peloton's stock has risen now, but I'm not a fan of it. Its sales dropped from $2.8 billion in 2023 to $2.45 billion in 2026.
比如，看 Peloton 股票时，看看那个 5 美元的看跌期权。这只股票按美元计价确实更便宜，但你会面临买卖价差带来的巨大损失风险。这里的买入价是 22 美分，卖出价是 45 美分。未平仓合约数量非常低，极其少。情况不妙。
For example, when looking at Peloton stock, look at the $5 put option. It is true that this stock is cheaper in dollar terms, but you are exposed to a large loss in the bid and ask price difference.
The asking price here is 22 cents and the asking price is 45 cents. The number of open contracts is very low, extremely small. The situation is not good.
现在看看 Mara 和 Peloton，这是糟糕内容的一个例子，也是当你追随一群 YouTube 博主时会发生什么的例子，他们的视频可能比我更好、更专业。
Now, look at Mar and Peloton, an example of what bad content looks like, and an example of what happens when you follow a group of YouTubers who may have better and more professional videos than me.
回到我们的主题。Mara 对 Peloton。你可以看到糟糕公司和糟糕选股的例子。反过来，Mara 和 Peloton 也是如此，所以它们是非常糟糕的卖出看跌期权标的的例子。
Let's get back to our topic. Mara vs. Peloton. You can see an example of bad companies and bad stock selection. Conversely, the same applies to Mara and Peloton, so they are very bad examples of put option selling stocks.
这个频道对 $PTON 的历次判断
Invest with Henry 在这只股票上只有这一条判断。