

356 - Investing Lessons We Can Learn from Peloton (Part 2)
Feb 15, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 1min
Value Investing - Do They Have a Moat?
01:28 • 3min
How Much Cash Is Sitting There?
04:38 • 3min
What's the Real Cash Flow Going on Right Now?
07:46 • 2min
Are They Just Burning So Much Money?
09:48 • 2min
The Pandemic Is Over, and It's Not Over
11:30 • 2min
Are You Going to Have a Great Quarter?
13:09 • 2min
Zift
15:34 • 2min
The Moat Is the Most Important Thing
17:34 • 2min
Pelaton - I Don't Think It's on Sale Yet
19:22 • 1min
Is Apple Going to Buy Apple?
20:49 • 2min
Is Pelaton a Great Moat?
22:57 • 3min