[jahller]

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]

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]

It makes the assumption that a buyer could run it more successfully. Which I think is fairly reasonable.

[bradleyjg]

There’s a lot of room to be more successful and still lose money.

[notahacker]

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.