This document is an investment analysis by Honeycomb Asset Management LP, evaluating the potential opportunity to invest in Peloton. It includes price targets, growth forecasts, and market analysis. The document highlights Peloton's potential to disrupt the global fitness market with its integrated hardware, software, and media offerings. It also discusses Peloton's growth strategy, including new products, international expansion, and commercial partnerships.
documents/EFTA00807328.pdf
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