CB Insights - ouch: Peloton

Hi there,

Last week, we ran a poll asking:

If you had $10k to invest and were required to hold for 3 years and then sell, which one of these names earns you the best return?

Peloton

Spotify
Netflix

A la Bill Ackman, you went for Netflix.

Peloton lost — unsurprisingly. But since the poll, the stock has jumped on M&A rumors — notably from Amazon.

So let’s play i-banker for a minute.

IMO, the most interesting — and perhaps not super obvious — potential acquirer of Peloton is Disney.

Disney could see more subscription revenue, theme park properties & ESPN synergy, own more screen time, etc. 

Who do you get?

Extra credit if you don’t say Apple or Amazon and have a good cogent reason.  

We’ll share some of the best replies in a coming newsletter.

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