Articles tagged as


  • Signal from Noise
September 25, 2019

– Peloton benefits from expanding health and wellness industry, high sales growth – Offers unique scalable subscription approach, but faces wall of increasing competition – Numerous concerns: high product prices; sharply rising costs; material weakness Peloton Interactive (PTON) shares are likely to be priced tonight,...

Peloton IPO Offers Growth, Scarcity Value—For Now
  • Signal from Noise
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...

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