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Campaigns / Citron Research → Peloton Interactive
Citron Research vs. Peloton Interactive

Peloton Interactive · PTON

1 deck published between 2019-12-10 and 2019-12-10 — 13 pages, 13 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2019-12-10 initial thesis

    2019 12 Citron Research Presents Peloton Investors Pedaling Themselves into Frenzy

    13pp · research_note

    Peloton trades at 2,286% above peers on EV per subscriber; once a cannibalizing app, undifferentiated hardware, and a March lockup wave hit, the stock collapses to $5.