InvestED: The Rule #1 Investing Podcast cover image

356 - Investing Lessons We Can Learn from Peloton (Part 2)

InvestED: The Rule #1 Investing Podcast

00:00

Pelaton - I Don't Think It's on Sale Yet

I don't think it's on sale yet. I think as good as they were doing there, their cash flow wasn't yet there. They're trying to grow like crazy, so they're going to spend a lot of money. Having 800 million dollars of owner earnings cash flow coming through is sometimes not really possible. And that's not the most insane circumstances. Just wanted to tell you it could be interesting, it could be but i think even at 26, it's still not there. There's still got too many fans. Too many people are willing to own it. It's right back to its initial offering price,. which obviously was full of upside, and they may still be full

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app