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Paul Cerro
$25.9M
Followers
@paulcerro
08/27/2023
Peloton a Special Situation
$PTON
Peloton reported earnings last week and the results were very disappointing. The stock sold off ~30% in PM and recovered slightly by EoD
The company has increased its churn, lowered margins, and its balance sheet is looking tight.
https://www.cedargrovecm.com/p/special-situation-peloton-needs-to
www.cedargrovecm.com
Special Situation: Peloton Needs to be Acquired
Quick take on earnings and a surprise change of heart?
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Paul Cerro
$25.9M
Followers
@paulcerro
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