Who gave you tools to understand the Peloton S-1 a full year ago?
“You get full points for telling me what is likely to be in the Peloton IPO filing before documents are filed with the SEC, not afterward.” https://www.google.com/amp/s/25iq.com/2018/03/10/peloton-the-saas-plus-a-box-business-case/amp/ ….
You knew I was going to tweet my favorite single chart in the Peloton or any other S-1 didn't you? Of course, you still need to do the detective work on your own to increase the probability that you understand unit economics and value creation. Page 78. https://www.sec.gov/Archives/edgar/data/1639825/000119312519230923/d738839ds1.htm …
Please check these calculations. Don't expect to get full credit for your answer unless you show your work.
"Peloton's Connected Fitness Subscriber Lifetime Value for fiscal 2017, fiscal 2018, was $3,433, $4,015, and $3,593 respectively." Page 64
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