The Prof G Pod with Scott Galloway Office Hours: What’s Next for Peloton, The Hidden Value of B2B, and Diversifying your Investments
Nov 22, 2021
The podcast delves into Peloton's dramatic value drop and why it could be a strategic acquisition for giants like Nike or Apple. It highlights the untapped potential in the B2B sector, particularly post-pandemic, and emphasizes the importance of investing in the backbone of booming industries. Listeners learn about the benefits of swift engagement with startups and the critical role of diversification in investment strategies. The discussion also underlines the advantages of index funds for long-term wealth accumulation.
AI Snips
Chapters
Transcript
Episode notes
Peloton's Value Proposition
- Peloton's value lies in the attention it captures from an influential user base.
- This makes it an attractive acquisition target for companies like Apple or Nike.
Peloton Acquisition Potential
- Consider Peloton as an investment opportunity due to its potential acquisition floor.
- Its current market cap undervalues the worth of its user base's attention.
B2B vs. B2C
- B2C companies are often overfunded due to their perceived coolness, leading to lower returns.
- B2B companies offer better investment and career opportunities due to less competition.