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While 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 s
by lelandfe 5y ago
While 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?
- sails 5y agoIncrease short interest I guess? Presume they have a massive short position.
- rjtavares 5y agoNo, they own 5% of the company. The deck is not a take down of the company, is a take down of the CEO.
- sails 5y agoInteresting, thanks for clarifying!
- oceliker 5y agoBased on their press releases, it sounds like they actually hold significant stock, hence the urgency to do something about it I guess. https://www.blackwellscap.com/pressrelease/blackwells-capital-continues-to-call-for-urgent-action-at-peloton-comments-on-reported-changes/ https://www.blackwellscap.com/pressrelease/blackwells-capita...
- celticninja 5y agoThey want to improve the price as they hold the stock, probably want to offload it and are hoping a CEO change will lead to a price bump.
- rjtavares 5y agoThey're an activist fund. They own 5% of the company, and want the CEO removed. https://www.reuters.com/business/retail-consumer/activist-blackwells-pushes-more-action-peloton-after-executive-reshuffle-2022-02-08/ https://www.reuters.com/business/retail-consumer/activist-bl...
- wackget 5y agoAre we calling slideshows "decks" now?
- TheHypnotist 5y agoyes
- z3c0 5y agoAnd here I was thinking my boss wanted to battle me in Magick.
- lelandfe 5y agoThe way I learned it, decks are slideshows that are information-dense and can thus be read independent of a presentation. But Googling it just now reveals that they're interchangeable words. So... yes.