Worth a read in the context of the OP. https://www.businessinsider.com/slides-major-peloton-investor-eviscerates-ceo-john-foley-2022-2 https://www.businessinsi

Worth a read in the context of the OP. https://www.businessinsider.com/slides-major-peloton-investor-eviscerates-ceo-john-foley-2022-2 https://www.businessinsider.com/slides-major-peloton-investo... Edit: link to original slide deck from Blackwell Capital if you want to skip the BI article - https://www.blackwellscap.com/wp-content/uploads/2022/02/BW_Peloton_Presentation_Feb072022.pdf https://www.blackwellscap.com/wp-content/uploads/2022/02/BW_...