Peloton: How Steep Is the Descent from the Peak?
We wrote about Peloton Interactive (PTON US)Â a few weeks ago as being an overstated beneficiary of COVID-19, which clearly didn't materialize in...
488 Views
Peloton: On a Road to Nowhere
Summary: Peloton Interactive, the leading interactive fitness platform has an unsustainable growth algorithm. Profitability is dependent upon an...
574 Views
2020 High Conviction: Is There a Problem with Peloton?
In this note, we look at the underlying dynamics with regards to Peloton Interactive (PTON US) as interest has increased in the name due to a...
713 Views
Shorting Peloton IPO - At What Levels?
We believe there is a good, upcoming shorting opportunity for the Peloton Interactive IPO. On Wednesday, Peloton Interactive (PTON US) priced its...
972 Views
Peloton IPO (Part 2): Pedalling Furiously to Go Nowhere
In our earlier report, we covered Peloton Interactive (PTON US)’s background, its business model, the growth prospects and risks it faces in the...
993 Views