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Listen "Peloton‘s Stock Dropping Back To The Pack: A Bad Sign, An Opportunity, Or Both?"
Episode Synopsis
This week we take a break from our Future of Compute series on the Razor’s Edge to talk Peloton.
In an earnings season full of big moves and surprises, Peloton's downhill fall has been one of the headline events. As we mention on the call, who would imagine that COVID would still be a part of our lives, but Zoom and Peloton shares would be flat from June 2020? And yet, here we are.
We break down how management may have backed themselves into a corner and what it would take for Peloton to climb again. We also get into how this is a signal of the pandemic-related challenges that still face many companies in a market that, despite continuing to rise as a whole, has seen more and more companies hit potholes.
Topics Covered
2:30 minute mark – Peloton’s earnings fiasco
8:30 – The business model and the bull case
15:00 – Did Peloton’s management set themselves up for a fall?
21:00 – The permanent changes vs. trends in the broader U.S. economy
27:30 – How to recover from lost credibility
35:00 – Where does upside come from
40:00 – How Peloton can stabilize/turn it around
48:00 – The narrative momentum
56:30 – Market dispersion
1:01:00 – Last call on Peloton, and comparison to Zoom
1:16:00 – The challenges exiting a pandemic and investing meanwhile
In an earnings season full of big moves and surprises, Peloton's downhill fall has been one of the headline events. As we mention on the call, who would imagine that COVID would still be a part of our lives, but Zoom and Peloton shares would be flat from June 2020? And yet, here we are.
We break down how management may have backed themselves into a corner and what it would take for Peloton to climb again. We also get into how this is a signal of the pandemic-related challenges that still face many companies in a market that, despite continuing to rise as a whole, has seen more and more companies hit potholes.
Topics Covered
2:30 minute mark – Peloton’s earnings fiasco
8:30 – The business model and the bull case
15:00 – Did Peloton’s management set themselves up for a fall?
21:00 – The permanent changes vs. trends in the broader U.S. economy
27:30 – How to recover from lost credibility
35:00 – Where does upside come from
40:00 – How Peloton can stabilize/turn it around
48:00 – The narrative momentum
56:30 – Market dispersion
1:01:00 – Last call on Peloton, and comparison to Zoom
1:16:00 – The challenges exiting a pandemic and investing meanwhile
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