Ann: PEP and International Update, page-5

It is basically a very good update imo. Shame that there clearly is a holder with considerable exposure who is seeking to get out. That is life when a stock has relatively little volume (retail holders). Would be nice (if the position is not unwound yet) if management or Peloton would try to place it off market. Still think this will be good medium/long term stock to hold, particularly at these levels -  good senior management team, good products, good penetration in both pharma and retail users, SaaS model, increasing margins, increasing user numbers, etc. ... other than current sp, what is not to like really? SP will eventually sort itself out.