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25iFinal Exam Spring Quarter:

Using the Peloton earnings release from today, identify each input into its unit economics. investor.onepeloton.com/news-releases/… 50% of your grade = your gross margin estimate.

Using my Peloton blog post from two years ago is permissible google.com/amp/s/25iq.com…
2/ Which business had the greater transfer pricing leverage in this music rights negotiation?

Peloton spent $49.3 million in settlement and litigation costs this past financial quarter [related to] a copyright suit filed by song publishers. google.com/amp/s/www.holl…
3/ How much did the marginal dialing down of marketing expenses to reflect hardware supply constraints lower customer acquisition cost (CAC)?

Is the cost of free trials COGS or CAC?

What was re-activation CAC on average?

What was cash flow in the Q?

google.com/amp/s/www.cnbc…
4/ Is Peloton a marketplace?

Does Peloton have "self spinning flywheels" that generate "market liquidity"?

Is market liquidity a product of network effects?

What is the difference between:

A. market liquidity

and

B. financial liquidity?

What is the A.- B.relationship?
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Tren Griffin
@trengriffin
When I'm in video conferences people often say: "What's up with the roof behind you?"

During the nutty dotcom days in 1999 I had built an office space with a barrier on tracks that can move to make one room into two. To one side of my Aeron chair also from 1999 is a treadmill.
2/ My home office is a reminder of crazy Internet bubble times when FOMO ruled and seeds of hubris related crashes were being sown. The launch and birthday parties in that era were nuts (but fun tho).

A bigger space is nice when I work on my Toosie Slide!
3/ "I like people admitting they were complete stupid horses’ asses. I’ll perform better if I rub my nose in my mistakes. This is a wonderful trick to learn. Forgetting your mistakes is a terrible error if you are trying to improve cognition. Why not celebrate stupidities!"
CM
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Tren Griffin
@trengriffin
"The Yale endowment’s most recent public value was $30.3B as of last June, making it the second-richest private U.S. college. About 2.75% of assets are targeted for domestic equities and 13.75% for foreign stocks." google.com/amp/s/ca.finan…
"The Yale endowment’s equities increased to $267.4 million as of the end of March from $62.8 million at the end of last year as the Ivy League school greatly expanded its holding in the SPDR S&P 500 ETF and established a new position in the Vanguard FTSE Developed Markets ETF."
At 774 colleges and universities endowments grew, on average, by 5.3% over the past fiscal year. Those endowments grew by, on average, 8.4% per year over the past decade.

Yale’s endowment has shown 5.7% growth over the past year and 11.1.%. yaledailynews.com/blog/2020/02/0…
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Tren Griffin
@trengriffin
"Expected long-term cash flows, discounted by the cost of capital—not reported earnings—determine stock prices." expectationsinvesting.com/pdf/earnings.p…

Doing the cash flow analysis requires actual work, so people focus on the earnings numbers that must be submitted in SEC compliance documents.
"With discounted cash flow models, the value is sensitive to the inputs. But the assumptions underlying the inputs are explicit. You can compare them to base rates, discuss them, and debate them. With multiples, those assumptions are buried." valuewalk.com/wp-content/upl…
Many people love to use ratios since they hate doing work. The idea that there is advantage in using ratios, especially when they are that easy to find and use, is a triumph of hope over experience. Salespeople do use ratios effectively to tell stories to charge fees though!
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