Tren Griffin @trengriffin I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta. Aug. 27, 2019 1 min read

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.” .

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. 

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

You can follow @trengriffin.


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