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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": "The table uses checkmarks and x-marks to evaluate 17 companies across 6 categories. The companies are grouped into three sectors: Sporting Goods, Content and Subscription, and Technology.",
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      "text": "Matrix of 17 companies vs 6 criteria (PTON Subscriber Base, Health & Fitness Business, Cost Synergies, Customer Acq Cost, Hardware/Wearables, Additional Products)",
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      "text": "POTENTIAL STRATEGIC ACQUIRORS FOR PELOTON",
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      "arcName": "Overcoming the Monster",
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      "beatName": "The Victory",
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      "evidence": "Conclusion and demands for action",
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      "evidence": "The document presents a clear and detailed critique of Peloton's management and governance",
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      "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
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      "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
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