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Campaigns / Greenlight Capital → Peloton Interactive
Greenlight Capital vs. Peloton Interactive

Peloton Interactive · PTON

1 deck published between 2024-10-23 and 2024-10-23 — 30 pages, 30 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. 2024-10-23 initial thesis

    2024 10 Greenlight Capital Peloton Consumer Greenlight Peloton Presentation Oct 2024

    30pp · conference_presentation

    Peloton's overlooked subscription business — 68% gross margins, 1.5% churn — can deliver $400-500M EBITDA once costs are right-sized, implying a $7.50-$31.50 share price versus $5.48 today.