analysis competition and make argument defending long or short trade

The file Peloton Tearsheet needs more edits. I want you to add second page with some images from their investor deck and discuss competition more in depth, look at this recent WSJ article comparing to echelon, and need to discuss the big upcoming lockup in shares.

Work on making note longer with more research and argument defending long or short trade. read some of seeking alpha articles on it

One page total. Thanks

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