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Peloton – A call for action [pdf]

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Re: Peloton – A call for action [pdf]

#91

Post by IshKebab »

notahacker wrote: post #85
jahller wrote: post #34

Earlier quoted context omitted.

they obviously want to get a good ROI on their stock holdings and try to convince potential buyers that the company is amazing and just held back by their CEO (which definitely is not the only problem that Peloton has)

Yeah. The problem is that the deck makes a more convincing case that the company is badly run than that Disney might get value from acquiring a loss making niche hardware company to distribute its content...

It makes the assumption that a buyer could run it more successfully. Which I think is fairly reasonable.

Re: Peloton – A call for action [pdf]

#92

Post by SyzygistSix »

ltfey wrote: post #80
nikanj wrote: post #69

Earlier quoted context omitted.

How about we come up with a better way to insult men, rather than "hehehe peepee small"

[flagged]

"We had them almost defeated, at least on the cultural front, in the 1960s and '70s."

Not even close. A relatively small amount of people with an outsize cultural influence were imagining a less stifling and less cruel world but it will take a lot more than just eliminating capitalism to do that, and nothing indicates that capitalism itself is the sole, or even main cause.

"We have to remind people at every opportunity that, not only is capitalism not sexy, but its reason for existing is to funnel disproportionate sexual access to repulsive men--I'm talking 400-pound oil executives with body odor--who otherwise would be unlikely to get any."

I assume it would be okay if said oil execs were fit, or women? As opposed to fictional non-elitist commissars? No, with attitudes like these, no one is any closer to curtailing the excesses or cruelties of capitalism and industry.

Re: Peloton – A call for action [pdf]

#96

Post by notahacker »

IshKebab wrote: post #91
notahacker wrote: post #85

Earlier quoted context omitted.

Yeah. The problem is that the deck makes a more convincing case that the company is badly run than that Disney might get value from acquiring a loss making niche hardware company to distribute its content...

It makes the assumption that a buyer could run it more successfully. Which I think is fairly reasonable.

I think it's reasonable to assume it could be better run (apparently the CEO, who's since stepped down, agrees!) I think the list of putative buyers who ought to be interested in it as a premium strategic acquisition is stretching it a bit.

Re: Peloton – A call for action [pdf]

#97

Post by kumarvvr »

rjtavares wrote: post #6

> Q: Is there anything about being CEO that you don’t like, that you like to delegate? > A: Finance. Our CFO does 99% of finance. I engage because I want to know how we’re doing. But to say I don’t add value to her operation is an understatement. You can also say the same with technology. Our CTO doesn’t get any help from me. I’ll go sometimes months without talking to our CTO, which as a CEO of a technology company,…

To me, that seems to give off the vibe that he was confident in the business, basically striking a golden goose. And wants to not interfere with it.

It could also show apathy and lack of concern because he wants to cash out.

Re: Peloton – A call for action [pdf]

#98

Post by aeyes »

There are a lot of pages showing how management enriched themselves by selling shares and because of their RSU policies.

But the whole purpose of this presentation is to get them to sell the company at 75$. On the most basic level this looks to me like this investor is salty that they didn't sell when the share price was high and now they want to get some of their losses back. Or is their argument that the CEO made false promises? You don't have to listen to him, the balance sheet is all you need to make your decisions.

Re: Peloton – A call for action [pdf]

#99

Post by nikanj »

ltfey wrote: post #80
nikanj wrote: post #69

Earlier quoted context omitted.

How about we come up with a better way to insult men, rather than "hehehe peepee small"

[flagged]

Does your political affiliation change the size of your penis in any way? Why is it relevant here, aside from enforcing the age-old body shaming ideals that "big peepee good, bad peepee small, stupid man bad, bad man have small peepee"

Re: Peloton – A call for action [pdf]

#100

Post by FabHK »

jdrc wrote: post #31
auggierose wrote: post #17

Earlier quoted context omitted.

Is that similar to a video store masquerading as a tech company? Or a book store masquerading as a tech company? Or an apple masquerading ... Oh wait, that actually IS a tech company.

I kind of agree it's time to depedestalize "tech"founders. Every company is a tech company and their bosses can be just as scumbags. The religion that worships infotech as inherently unevil and idealistic needs to die.

Beautiful word you coined there, btw: "depedestalize". Maybe "depedestal" is enough, but at any rate, one knows exactly what's meant.
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