It looks like they expected their growth rate to continue through the pandemic, and it didn't. Their changes in working capital are massively negative. So they've got real inventory issues going on here. And ah, that means the company, people runing the company, expected one thing and got another. They could have rosily planned for that. Slowdown. This may be a temporary orible scenario where the management team is like, don't worry. Don't worry. I know we took on water, but we've got it. It's under control. We got the storm handled, and it's the storm is abating well. That makes a lot of sense, actually
In the last episode of InvestED, Phil and Danielle discussed lessons we can learn from Peloton’s ups and downs as investors.
Continuing on that conversation, Phil and Danielle dive deeper into researching Peloton to determine the success of the company in the stock market by calculating the strength of its moat.
Tune in to this episode of InvestED for their final thoughts on how to interpret whether a company is worth investing in, given the state of the stock market, current assets and liabilities, long-term debt, and operating cash flow of the company.
Learn how to invest with certainty in the right business at the right price by understanding a company’s moat. Download your FREE copy of the 4 Ms of Successful Investing: https://bit.ly/3gwwWxY
Topics discussed in this podcast:
- Peloton’s moat
- What to research in a company before investing
- How companies rebound after stock dips
- The 4 Ms of Successful Investing
Additional resources discussed in this podcast:
For show notes and more information visit www.investedpodcast.com
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