356 - Investing Lessons We Can Learn from Peloton (Part 2)
InvestED: The Rule #1 Investing Podcast
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The Pandemic Is Over, and It's Not Over
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
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