Peloton: A Scathing Summary

This isn’t the usual type of content I post, but it does interest me and it may interest you.

The gist of this is, as best I can make out, is:

  • A private equity company called Black Rock Capital own a 5% stake in Peloton;
  • Peloton have performed poorly as Covid / the pandemic has ‘eased’;
  • Black Rock Capital want to replace the CEO of Peloton.

None of that is my summary, I learned this stuff from the comments on Hacker News.

I have no idea if this presentation will stay online, but whilst it does you can read here.

Ouch.

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