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  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 65 slides",
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  "authorName": "Blackwells Capital",
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  "presentationDate": "2022-02-01 00:00:00",
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  "notes": "Uses juxtaposition of stock performance and management commentary to highlight a lack of discipline.",
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      "kind": "callout",
      "text": "Quarter over quarter revenue declined 14%... inventory has more than doubled to $1.3 billion",
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      "text": "Peloton's Share Price in 2021",
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      "kind": "source-note",
      "text": "1. Peloton Interactive Q2 2021 Earnings Call transcript. 2. Peloton Interactive Q3 2021 Earnings Call transcript. 3. Peloton Interactive Goldman Sachs Communacopia Conference transcript. 4. Peloton Interactive Q1 2022 Earnings Call transcript.",
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      "kind": "title",
      "text": "LACK OF QUALIFICATION: MR. FOLEY MANAGES WITH UNBRIDLED OPTIMISM RATHER THAN DISCIPLINE",
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