Hello readers, First of all, we’re really excited to be publishing the first issue of the Back of the Napkin newsletter, and even more so that you’re along for the journey in these early stages. We’ll likely play around with the exact format and cadence of how these are sent out, but you can expect a weekly digest of our latest analysis of a business through the
Peloton: A Back of the Napkin Analysis 🥃
Peloton: A Back of the Napkin Analysis 🥃
Peloton: A Back of the Napkin Analysis 🥃
Hello readers, First of all, we’re really excited to be publishing the first issue of the Back of the Napkin newsletter, and even more so that you’re along for the journey in these early stages. We’ll likely play around with the exact format and cadence of how these are sent out, but you can expect a weekly digest of our latest analysis of a business through the