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Which podcasts are discussing PTON?
5 ATTRIBUTED IDEAS · 5 EPISODES · 5 SHOWS
The shows
Animal Spirits
Excess Returns
Masters in Business
Motley Fool Money
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
21 AUGYESTERDAYMOTLEY FOOL MONEY · 8:30
Peloton's cash flow turnaround and refinancing
“The bull case made for Peloton: under new management, the company has transformed into a strong cash generator, is nearly debt-neutral, and a pending refinancing could unlock value at a cheap valuation.”
Cancer Vaccines & Data Center Drama
Core thesis · 5/5Verify in source →
21 AUGYESTERDAYMASTERS IN BUSINESS · 22:15
Peloton as a cheap, post-pandemic cyclical recovery
“The bull case on Peloton framed its dramatic decline as a post-pandemic cyclical inventory correction, not a structural failure, creating a deep value opportunity.”
Learning from Buffett and Munger: Masters in Business with Alex Morris · with Alex Morris
In depth · 4/5Verify in source →
22 JUL22 JULANIMAL SPIRITS · 08:15
Nike faces structural brand and fundamental decay
“Nike has lost its competitive moat, transforming from a dominant global leader into a lagging brand with poor fundamentals.”
Say Bubble One More Time. I Dare You! (EP. 474)
In depth · 4/5Verify in source →
29 MAR29 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 30:00
Over-optimization for a transient environment leads to failure
“The host argued, using Peloton as a case study, that businesses which over-optimize for a temporary environment (like COVID lockdowns) face severe downsides when conditions normalize.”
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
In depth · 4/5Verify in source →
19 MAR19 MAREXCESS RETURNS · 5:45
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