“Cash doesn’t lie.” Peloton’s Predicament
Peloton announces more layoffs and store closings. (0:21) Jim Gillies discusses: - How challenging Peloton's balance sheet is right now - Why Peloton will almost certainly have to raise money - The retail landscape when some of the biggest companies...
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Show Notes
Peloton announces more layoffs and store closings.
(0:21) Jim Gillies discusses: - How challenging Peloton's balance sheet is right now - Why Peloton will almost certainly have to raise money - The retail landscape when some of the biggest companies are set to report earnings - Why Costco is his favorite retail stock (followed closely by Home Depot)
(18:41) Some companies are pulling back on investments, but others aren't stopping. Ricky Mulvey and Sanmeet Deo look at some businesses playing offense in a tough environment.
Stocks mentioned: PTON, WMT, TGT, HD, LOW, COST, SHOP, AXON, XPOF, NFLX, TTD
Host: Chris Hill Guest: Jim Gillies, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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