Peloton
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Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
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Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton
Reviewing Apple’s “Time Flies” event, including Apple One and Fitness+
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Neither and New Follow-Up, Adam Neumann Forced Out, Peloton IPOs
Why Neither/New companies are different than traditional marketplaces, how Vision Fund’s flaws led to Adam Neumann being forced out, and why Peloton has a big opportunity it might not see.
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Tech Companies and Hardware, The Cost of Low Margins
Software-differentiated hardware companies are tech companies, but be careful about low margins leading to a destructive cycle where marketing costs drown a company.
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What Is a Tech Company?
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
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Privacy Fundamentalism Follow-up, Peloton’s S-1, Peloton and Disruption
Answering two criticisms of Privacy Fundamentalism, and then looking at Peloton’s S-1 and answering the question as to whether or not they are a tech company through the lens of disruption.