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11 Golden Circle
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10
Blackwells Capital | Activist Presentation Deck | 65 slidesBlackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
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Blackwells Capital | Activist Presentation Deck | 65 slidesBlackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
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Uses a 'disruptor' framework to validate Peloton's business model by analogy to other industries.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
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Includes maps of Germany and Australia as visual cues for international expansion.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
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The slide uses two bar charts to demonstrate growth and a list to highlight operational and financial advantages.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
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Includes a bar chart of monthly workouts per subscriber and a grid of instructor Instagram follower counts.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
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Uses a sensitivity analysis approach to derive implied share price.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
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Uses a decomposition of valuation based on FYE 6/2023 gross profit estimates.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
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Blackwells Capital | Activist Presentation Deck | 65 slidesBlackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Loop · Golden Circle1 hit
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The slide uses a red arrow and a dashed line to emphasize the significant drop in stock value.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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The slide uses a quote to frame management as out of touch with reality.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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The slide uses a consistent color scheme to highlight Peloton's underperformance relative to peers and market indices.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
22
The slide uses a contrast-pairs approach to show Peloton's low valuation vs. high skepticism.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Blackwells Capital | Activist Presentation Deck | 65 slidesBlackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Blackwells Capital | Activist Presentation Deck | 65 slidesBlackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses the 'ceo-quote-contradiction' framework to undermine leadership credibility.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses juxtaposition of stock performance and management commentary to highlight a lack of discipline.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses media clippings as evidence of strategic vacillation.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses a quote-based structure to contrast management's stated confidence with the reality of inventory buildup.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses a timeline framework to contrast the CPSC warning with Peloton's initial denial and subsequent apology.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses a 'Markets Insider' pull-quote to validate the critique of capital allocation.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses visual evidence of the office building to emphasize the scale of the decision.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses a CEO quote to highlight hypocrisy/contradiction.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses a direct quote from the company's 10-K to expose management failure.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses quotes from the CEO and internal officers to build a case for nepotism and poor governance.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses the 'ceo-quote-contradiction' pattern to highlight the gap between management rhetoric and insider behavior.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
36
The slide uses a bar chart to visualize the percentage of economic interest pledged by specific executives and directors.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses external media headlines as evidence of internal failure.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses a before-after framing to expose management's lack of credibility.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses a combination of a press clipping and direct quotes to undermine CEO credibility.Blackwells Capital | Activist Presentation Deck | 65 slides · Blackwells Capital
Activist deck Activist investor Beat · The MonsterLoop · Pattern Hunter1 hit