TSOH Weekly Roundup (09/25/2026)
TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…
NASDAQ
Peloton Interactive, INC.
PTON
5 stories
$2.4B Market cap · 2026-10-22
TSOH Weekly Roundup (09/11/2026)
TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…
Peloton: Subscriber Squeeze
Peloton’s improved balance sheet has not stopped weak subscription trends or sharp volatility, prompting purchases near $3.70, a later…
PTON · long Peloton Interactive INC
Peloton trades near $5.50 with a $2.3 billion equity value and $2.7 billion enterprise value after weak December-quarter earnings and its…
Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON
Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.
Investor Letters
Letters that discuss PTON.
- Patient Capital Management 4Q24 Portfolio Activity and Attribution 4Q24 COIN $44BCROX $5.7BCVS $120B
- Patient Capital Management 1Q26 Portfolio Activity & Attribution 1Q26 ADBE $100BCHYM $11BIBIT $173B
- Patient Capital Management 3Q24 Portfolio Activity and Attribution 3Q24 BABA $254BET $70BEXPE $35B
- EdgePoint Wealth Management Once in a lifetime? – 3rd quarter, 2023 3rd quarter, 2023 —
- Troy Asset Management Investment Report No.77 July 2023 6 months 2023 NVDA $5.1TCSCO $423BERIC $34B
Tickers on this page
Companies the stories above are also about, besides PTON.
