[WastingMyTime89]

While I could think of plenty of adjectives to describe this deck, amazing would certainly not be amongst them. It's the traditional hit piece from activist funds. It looks pretty. It reads well without having to think to much because well, it's not heavy on substance. They want the company to be sold but they fail to present a convincing case for why it's the correct strategic decision.

There is nothing on Peloton competitors, nothing on the market trend. They rightfully point that Peloton failed to properly forecast market demands but nothing on the future outlook and how Peloton production capacity and stock align with futur predictions. No real analysis of why the company which is profitable would be better able to produce value if it was bought out.

My key takeaway from it is that Foley is bad at PR. Gosh, I hate this deck and I really hate what activist funds are turning finance into.