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Fitness Stocks Round Out the "Reopening" Portfolio (PLNT, BTDG, NLS, PTON)


The big trend defining markets right now as long-end interest rates crawl ever higher is the bias toward the value side of the market over the growth side.
Another way to state this same dynamic is this: a bias toward stocks that will show a jump in cash flows as society reopens upon our approach to a vaccine-induced state of Covid-19 herd immunity.
One of the most important areas in that constellation of concepts is the physical fitness space.
And one of the most important reasons to love this space at this point isn’t simply that people will be returning to normal consumer behavior in the year ahead (versus the year behind), but because we have seen enormous consolidation in the space over the past year due to financial stress. ....

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Growth Stock Profile: Why B2Digital Inc (OTCMKTS:BTDG) Could Win Big with MMA Branded Fitness Model


We take a look at a small cap in the fitness space today because the company has a unique model that promises to make a splash given its strong brand. B2Digital Inc (OTCMKTS:BTDG), a company that has been mostly associated with Mixed Martial Arts PPV events, has recently detailed more about its vision, and the model in play suggests surprising growth potential.
Branding is everything. Anyone running a business that has to interface directly with end-market consumers knows this. It’s the big factor.
Branding is the mental footprint a product or service carves out in the intersubjective consciousness. A strong brand resonates with its target market – it becomes “sticky” and easily referenced in everyday experiences. ....

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