By author Morgan Jassen on w̶i̶e̶l̶d̶s̶i̶l̶v̶e̶r̶.̶c̶o̶m̶



2021-03-19 1935

Summary of (April 2020) Peloton Analysis from Motley Fool

(This all summarized from April 2020 podcast episode¹)


• David G. recommends Peloton Interactive (PTON) even though the company isn't currently making a profit.

• Peloton's balance sheet has ~$1.5 billion cash and ~$0.5 billion debt and a yearly loss (a "burn rate") of about $0.2 billion.

• This burn rate means Peloton could hold out for 5 years, although investors wish it to become profitable ASAP.


¹ Source: "Five Stocks for the Coronavirus" Podcast: https://www.fool.com/investing/2020/04/17/five-stocks-for-the-coronavirus.aspx



2022-03-20 Update: See also discussion thread here: https://www.meetup.com/Investing-Meetup-Group/discussions/6755397670977365/chat/

[ 2022-02-10 Update:
See another blog post about 'balance sheets':
"Balance Sheets Volume 1: Review of David Gardner on Twitter in 2015"
https://wieldsilver.lemonmama.com/2022/2022-q1-blog.html ]

† For silver-gram valuation see: https://w̶i̶e̶l̶d̶s̶i̶l̶v̶e̶r̶.̶c̶o̶m̶/2021/blog/2021-01-25-0000-morgan-silver-gram-value-calculation.html
This blog post first published at https://w̶i̶e̶l̶d̶s̶i̶l̶v̶e̶r̶.̶c̶o̶m̶/2021/blog/
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