Name: FS Insight
Price range: $$$

IPO

Signal From Noise

Wed September 25, 2019

Peloton IPO Offers Growth, Scarcity Value—For Now

Peloton Interactive (PTON) shares are likely to be priced tonight, between $26 and $29 each, for a market cap of around $7.5 billion. The “connected fitness” firm is a fast growing and ambitious purveyor of gym equipment—with a twist. After buying their relatively expensive stationary...

Signal From Noise

Wed August 21, 2019

Signal From Noise

Wed August 21, 2019

Will WE Work?

I WORK. YOU WORK. DOES WE WORK? HARD TO SAY - WE offers strong growth, an asset light and disruptive concept - But profits could take a while; ownership convoluted - Overly complex financials, with governance, related-party red flags The We Company (WE) recently filed an S-1 registration statement for...