PTON - Investing For The Long Term: Consider Alternative Outcomes

I have separated my long-running Investor section from Weighing the Week Ahead. My hope is to highlight ideas for the long-term investor. In last week’s post I introduced the key concepts and showed some of our survey results.

For now, and for as long as the pandemic weighs on the market, that is the necessary context for each stock idea. To provide a starting point, I created The Great Reset Matrix. Thanks to readers who made suggestions after the first version. It is still a work in progress.

The Matrix is a conceptual guide, which

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