logo
episode-header-image
Aug 2022
23m 8s

Peloton: Some Assembly Required

The Motley Fool
About this episode
Amazon becomes the first partner to sell Peloton's equipment and apparel on their own site. (0:21) Bill Mann discusses: - The upside potential for Peloton - Whether Peloton may become part of Amazon's Prime membership offerings - Toll Brothers blaming supply chain and labor shortages for a cut in guidance - Nordstrom's challenges with inventory and family o ... Show More
Up next
Yesterday
When is it a Trend? When is it Hype?
Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enth ... Show More
28m 45s
Sep 16
Do AI Moats Exist?
We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ... Show More
20m 32s
Sep 15
When the Government Becomes Your Co-investor
The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation dec ... Show More
28m 34s
Recommended Episodes
Jan 2025
Fast Five Shorts | Amazon To Sell Ad Tech To Other Retailers
In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs Chris Walton and Anne Mezzenga discuss: Amazon Selling Ad Tech To Other RetailersFor the full episode head here: https://yout ... Show More
4m 26s
Oct 2025
The Rise and Fall of Peloton | Maximum Effort | 2
As the Covid-19 pandemic rages, Peloton’s stock surges and the company scrambles to keep up with the new demand for its products. They pour millions of dollars into increasing production and cutting down on shipping time. But when tragedy strikes, Peloton’s newfound popularity ta ... Show More
36m 23s
Oct 2025
The Rise and Fall of Peloton | Pedal On | 3
Peloton’s pandemic hype and sales have died down and now, the company must determine what’s next. Lauren Thomas of the Wall Street Journal talks to us about what it’ll take for Peloton to continue as a standalone company. Later, we’re talking to fitness creator Cassey Ho, who fou ... Show More
42m 4s
Mar 2019
Peloton and Partisan Political Prejudice
Youngme, Felix, and Mihir debate Peloton, the high-flying exercise startup. They then discuss why partisan political prejudice is worse in some parts of the country than others.For interested listeners:US Countries and Partisan Prejudice (The Atlantic)Some recent picks:Games Maga ... Show More
29m 32s
Oct 2021
MBA1889 How Peloton Became a 4 Billion Dollar Company
<p>Peloton is one of the most successful fitness business models ever. </p><p>How did they pull it off?</p><p>Exercise equipment comes and goes. Most of the time, companies that sell in-home workout machines have terrible churn, as New Years’ resolutions become next year’s regret ... Show More
11m 55s
Feb 2022
E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
0:00 Sacks' shining moment 2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for 45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistak ... Show More
1h 38m
Jun 2024
Should Your Business Sell on Amazon?
It’s a dilemma facing more and more brands: Should your business sell on Amazon? It’s the most visited e-commerce platform in the U.S. and the dominant retailer in 28 other countries. But that reach comes at a price. Harvard Business School associate professor Ayelet Israeli says ... Show More
30m 6s
Nov 2023
What Every Business Owner Should Learn from Peloton
Learning from Setbacks: Business Insights from Peloton's Revenue ShiftDiscover Lessons from Peloton's Journey - Record High Revenue to a ~$1.2 Billion Loss@Peloton recently faced a substantial ~$1.2 Billion loss, a significant deviation from their projected forecast. But how does ... Show More
50m 42s
Apr 2019
Live Episode! Peloton: John Foley
John Foley started climbing the rungs of the corporate ladder at a young age, first as a fast food server and eventually as an e-commerce executive. Still, at 40, he couldn't climb out of bed fast enough to make it to his favorite spin class. John couldn't understand why there wa ... Show More
53m 58s
Listen to millions of songs and podcasts on Anghami