4 ms·

they obviously want to get a good ROI on their stock holdings and try to convince potential buyers that the company is amazing and just held back by their CEO (

they obviously want to get a good ROI on their stock holdings and try to convince potential buyers that the company is amazing and just held back by their CEO (which definitely is not the only problem that Peloton has)

notahacker 5y ago
Yeah. The problem is that the deck makes a more convincing case that the company is badly run than that Disney might get value from acquiring a loss making niche hardware company to distribute its content...
- IshKebab 5y ago
  It makes the assumption that a buyer could run it more successfully. Which I think is fairly reasonable.
  - notahacker 5y ago
    I think it's reasonable to assume it could be better run (apparently the CEO, who's since stepped down, agrees!) I think the list of putative buyers who ought to be interested in it as a premium strategic acquisition is stretching it a bit.
  - bradleyjg 5y ago
    There’s a lot of room to be more successful and still lose money.