Peloton's Stamina, Netflix vs. Roku, and the Rotation Out of Stay-at-Home Stocks
The glory days for the stay-at-home bundle of stocks may be coming to an end. With news that Pfizer’s early data shows its coronavirus vaccine is more than 90 percent effective, investors initially dumped popular trades such as Peloton, Roku, and Zoom. We spoke to Jason Helfstein, Research Analyst at Oppenheimer, about what to expect out of digital fitness and streaming in a post-vaccine environment.