356 - Investing Lessons We Can Learn from Peloton (Part 2)

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.6 • 1.6K Ratings

🗓️ 15 February 2022

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

In the last episode of InvestED, Phil and Danielle discussed lessons we can learn from Peloton’s ups and downs as investors. Continuing on that conversation, Phil and Danielle dive deeper into researching Peloton to determine the success of the company in the stock market by calculating the strength of its moat. Tune in to this episode of InvestED for their final thoughts on how to interpret whether a company is worth investing in, given the state of the stock market, current assets and liabilities, long-term debt, and operating cash flow of the company. Learn how to invest with certainty in the right business at the right price by understanding a company’s moat. Download your FREE copy of the 4 Ms of Successful Investing: https://bit.ly/3gwwWxY Topics discussed in this podcast: Peloton’s moat What to research in a company before investing How companies rebound after stock dips The 4 Ms of Successful Investing Additional resources discussed in this podcast: InvestED Episode 355: Investing Lessons We Can Learn from Peloton (Part 1) InvestED Episode 267: Peloton Company Analysis https://bit.ly/3gwwWxY For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hey everybody this is Phil Town and this is Daniel Town.
0:08.1	Welcome to the invested podcast.
0:09.9	We're back.
0:10.9	We're back.
0:11.9	We're looking forward to talking to you guys.
0:14.0	Talk about long-term value investing in the style of long-term.
0:17.8	Long-term.
0:18.8	Long-term value investing.
0:19.8	Long-term value investing.
0:20.8	I never get to say the intro.
0:21.8	This is fun.
0:22.8	You know what?
0:23.8	I took a CBS, Columbia Business School has a little online class they sell for $3,700
0:30.4	to do value investing and I looked at it and it's taught by some people that teach value
0:37.2	investing at Columbia are used to and it's the same kind of class that Lee Lu was when
0:45.5	he was talking to the students at Columbia Business School and just telling them, you
0:50.6	don't know the most important things about investing and you've been doing this value
0:56.3	investing class for an entire semester and I'm sort of frustrated that Columbia doesn't
1:03.6	teach it differently than we do.
1:05.8	They're just different.
1:06.8	I mean I feel like the difference is that's okay.
1:09.8	That's okay.
	...

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