$PTON Peloton Tape Reports
Per Ticker.id: $PTON Peloton Tape Reports — 8 podcast mentions across 5 podcasts (30 days), latest 2026-08-26 10:00 UTC.
The whole ARK complex, DocuSign, Teladoc, Peloton, those names fell 80+%. 2022 looked exactly like the go-go years, both at the stock and the index level.
Michael Batnick — Animal Spirits Podcast · Are Free Markets Dead? (EP. 479) · 2026-08-26I'm gonna go to a COVID-era darling throwback. I, it's a stock that's down 95% from its COVID-era time. Most people assume it's, uh, you know, it's a dead business and why would you ever want to go here? And they have completely missed what's going on under the hood. And I am talking about Peloton. Yes. Okay. So Peloton, it's a razor and blade model, right? You know, it's like we're gonna sell you an expensive treadmill or expensive, uh, bike with an iPad strapped to it. It's a little more involved than that, of course, but you know, that was always the dismissal. And, uh, you know, during COVID uh, the very, very smart people running it said, you know, hey, it's a razor and blade model. The, the razor is the, the equipment and the blade is the subscription. And if you know anything about razor and blade models, you sell the razor for as cheap as possible because you're gonna get that sweet, sweet stream of blades always sold on top of it. They said, but what if we focused on the razor instead and, and spent $3 billion on inventory and blowing ourselves up because we're geniuses and everyone's gonna flock to us? Uh, spoiler, didn't happen. They paid with their jobs, stock nearly, the business nearly went outta, went, nearly went bankrupt. They had to save the company via a really expensive financing they had a few years ago. Replace the executive suite, and a funny thing happened along the way. The CEO came over from Apple and Ford where he'd worked on subscription businesses before, the new CEO, Peter Stern. They turned from a cash furnace into a cash gushing. Like, does anyone know that Peloton in their most recent fiscal year produced $378 million in free cash flow, which was on top of the $324 million they did the year before? Those two years, Peter Stern's been there for about, I think, 18 months. And all they've done is they piled that cash up on the balance sheet. They paid a little bit of debt off. They, but as of the most recent quarter, they have $1.2 and change billion in cash and $1.3 billion in debt.
Jim Gillies — Motley Fool Hidden Gems Investing · Cancer Vaccines & Data Center Drama · 2026-08-21They have screamed from the pulpit, we are going to do a mass refinancing probably in September 'cause no investment banker wants to work in August. They're almost debt neutral, guys, and it's gonna go away. They're promising at quote unquote at least $350 million in cash flow. This year, you're gonna see a refinancing probably within the next month or two. And the stock today is trading for less than 7 times trailing free cash flow. You don't need a lot of growth at 7 times free cash flow, and it's about to clean up their balance sheet for good. So Peloton is my horse.
Jim Gillies — Motley Fool Hidden Gems Investing · Cancer Vaccines & Data Center Drama · 2026-08-21I think Peloton is still an innovative company, and I think there's a lot of room for growth. But I can't help but think their board meetings always center around, guys, if we could just hang on till the next pandemic, we'll be good.
Lou Waitman — Motley Fool Hidden Gems Investing · Cancer Vaccines & Data Center Drama · 2026-08-21And everybody was trying to figure out all their work from home gear. Everybody had upgraded their laptops. This was when like everyone on earth bought a Peloton.
David Pierce — The Vergecast · The Digital Doctor will see you now · 2026-08-17