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Peloton is a fitness equipment wholesaler and a Publicly traded company. As an investment portfolio manager, you are tasked to provide an investment briefing to

“Peloton” is a fitness equipment wholesaler and a Publicly traded company. As an investment portfolio manager, you are tasked to provide an investment briefing to your company’s board of directors during the upcoming shareholders' bi-annual meeting.

To complete your team-based PowerPoint report, please use the following guidelines and framework as part of your research:

  1. Take Peloton as a publicly traded company of your team's choice
  2. Use Google, Bing, Yahoo Finance, or other respective search engines
  • Search for the company’s website and go to “Investor Relations”
  • Look for the financial investment databases
  1. Review the company’s financial and investment metrics, indices, ratios, and other investment measurements.

Use the following Indicators or financial Investment or “Ratios” or any other three investment indicators or “Ratios” of your team's choice to evaluate your company’s investment feasibility/viability.

  1. Market Capitalization
  2. Share Buyback
  3. Profit Analysis
  4. Balance Sheet
  5. Income Statement
  6. Statement of Cash Flow
  7. Earnings Per Share (EPS)
  8. Price to Earnings Ratio (P/E)
  9. Price to Earnings Ratio to Growth Ratio
  10. Price to Book Value Ratio
  11. Dividend payout Ratio (DPR)
  12. Dividend Yield
  13. Net Present Value of the Current Investment(s)
  14. Company’s Portfolio’s Investment Mix
  15. Company Competitive Advantage
  16. Past 3-5 years Stock, Bonds, and Securities Performance
  17. 10-K Annual Report
  18. 10Q Quarterly Report
  19. 8-K Current Event
  20. Any Highlights of the Company's latest Annual Report

  1. Provide PowerPoint slides providing the following information and use effective visuals for your report to the board of directors
    1. Company Background
    2. Product and/or service
    3. Competitive Advantage
    4. Market Capitalization (Market Cap)
    5. Industry & Sector
    6. Market Share
    7. What Market Index your Subject Company is being Traded and Monitored
    8. Competition
    9. Company’s Investment Offering (Securities, Bonds, Stocks, etc.) Past 3 years trends and investment success.
    10. Your team’s simple assessment of this company. Would you recommend investing in this company and provide three bullets for your rationalizations and why?
    11. Summary – three simple bullets of your Learning experience from this research.

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