Hacker News
- Peloton – A call for action [pdf] https://www.blackwellscap.com/wp-content/uploads/2022/02/BW_Peloton_Presentation_Feb072022.pdf 270 comments
- $PTON acquisition candidate appoints CFO to CEO position. Competitor's avg 5.6x 2023 EV/Rev, $PTON worth $58-$88/share (currently @ 2.1x). https://www.blackwellscap.com/wp-content/uploads/2022/02/BW_Peloton_Presentation_Feb072022.pdf 44 comments stocks
- Blackwell Capital - Presentation on Peloton Interactive https://www.blackwellscap.com/wp-content/uploads/2022/02/BW_Peloton_Presentation_Feb072022.pdf 2 comments securityanalysis
Linking pages
- Peloton boss John Foley to step down as firm axes 2,800 jobs - BBC News https://www.bbc.co.uk/news/business-60301936 2 comments
- Riding The Wave - by Jeffrey Carter - Points And Figures https://jeffreycarter.substack.com/p/riding-the-wave 0 comments
- Peloton’s future is uncertain after a swift fall from pandemic stardom. - The New York Times https://www.nytimes.com/2022/02/08/business/peloton-ceo-layoffs-earnings.html 0 comments
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