Peloton Interactive: Race To The Bottom

About: Peloton Interactive, Inc. (PTON)
by: Richard Windsor CFA
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Richard Windsor CFA
Research analyst, tech, internet, mega-cap

Peloton launches a dubious lawsuit against rival Echelon.

I see this as an admission that it has no IP.

Peloton must cut its hardware prices to succeed.

Peloton (NASDAQ:PTON) effectively admits it has no IP.

If Peloton has to resort to a dubious lawsuit to keep competition at bay, I think it is a tacit admission that it has no