Peloton – A call for action [pdf]
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Peloton – A call for action [pdf]
1–10 of 280 posts
Re: Peloton – A call for action [pdf]
#2this was an interesting read. Never seen a doc like this before.
Re: Peloton – A call for action [pdf]
#3That was rough. I have similar vibes from the investor call a week after Cyberpunk 2077 released but even that was much more generous.
It all seems like well-earned criticism. As someone with no stake I am happy to see the consumer-hostile behavior of the treadmill murder machine incident be given its own slide.
Re: Peloton – A call for action [pdf]
#4While a brutal dressing down of the company, I have to admit that this is one of the most nicely made decks I’ve ever seen.
What is the reasoning behind them sharing this publicly, I wonder?
Re: Peloton – A call for action [pdf]
#5No post body was provided.
Re: Peloton – A call for action [pdf]
#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, that’s kind of rare.
Wow...
Re: Peloton – A call for action [pdf]
#7While a brutal dressing down of the company, I have to admit that this is one of the most nicely made decks I’ve ever seen. What is the reasoning behind them sharing this publicly, I wonder?
Increase short interest I guess? Presume they have a massive short position.
Re: Peloton – A call for action [pdf]
#8Well, that's a type of deck that I never seen before.
The amount of times and ways they leverage the actual bad state of the company to make it look like a worthwhile investment is astonishing.
Re: Peloton – A call for action [pdf]
#9While a brutal dressing down of the company, I have to admit that this is one of the most nicely made decks I’ve ever seen. What is the reasoning behind them sharing this publicly, I wonder?
They're an activist fund. They own 5% of the company, and want the CEO removed.
https://www.reuters.com/business/retail-consumer/activist-bl...
Re: Peloton – A call for action [pdf]
#10So many words trying to obfuscate the simple fact that “We are a treadmill maker trying to masquerade as a tech company.”