Update to Economic outlook – H2 2023
Increasing fear of recession and impact on fed hikes on banks. Is there a way out for banks to build the trust among its customers.
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Peloton wanted to build the iPhone but they should settle for the Android instead. Let’s find out Why?
With a fresh injection of $750M, Peloton is looking for multiple options. Past management has burnt through cash very quickly and there is an urgent to sensibly invest the cash cushion available and build the moat. The company is torn between Hardware and Software as the future. In this blog, I explore Peloton's failures, business model, and the future. Amazon, Nike, or Apple may fit the criterion for a perfect acquisition, which can lead to cross-selling other services to an existing user base of 3M customers.
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