to take a deeper look at their stock performance so let's expand this conversation and bring in adam mesh. so you just bought a peloton correct. i did i bought a peloton a couple weeks ago part of the black friday special we were thinking about it for a while and made the move and i hope i don't get in trouble but i bought it for my wife too i bought it for both of us so now let's start off with what's your take with what's happening with this entire company. i'm a big fan and not just because i bought the peloton i was listening to the previous segment i've done so cycle i've done telethon i think the thing you really want to consider is the subscription component the content that they're providing and that they keep building up and that's where they really have their head start and that subscription model is huge and that's one of the times where it's ok to spend a lot on marketing because the lifetime value of their customers is probably a lot more than they're spending right now and they're taking even more market share so i'm a big fan of the stock the fact that it dropped off on thi