My thoughts on the turmoil among Stitch Fix stylists.
Category Archives: Peloton Interactive
My thoughts on Peloton and its fiscal third quarter.
My thoughts on Peloton’s Tread+ and Tread recalls.
My thoughts on Peloton’s fiscal second quarter.
My thoughts on Peloton’s fiscal first quarter.
My scenario analysis, now including a Foley’s BHAG scenario.
My thoughts on Peloton’s fiscal fourth quarter.
A conversation about Peloton
My first post about Peloton Interactive.