Peloton

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 1, 2022 by Marco De Morales · said 12 times in 9 episodes since 2020 · across every show →

Mentions by year

brought up most by Will Cook (2), Paul Salem (2), Matthew Granade (2), Mike Smith (1), Michael Carmen (1), Lane MacDonald (1), Kyle Samani (1), David Rosenthal (1)

mentionsepisodesper episode tap a year for its mentions

2026 1 mention in 1 episode

Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483) Jan 26, 2026 · 1 mention · from 1:00:42
every mention in 2026, scene by scene →

2024 1 mention in 1 episode

Cliff Asness - Simple Investing is Hard (EP.385) May 13, 2024 · 1 mention · from 23:10
every mention in 2024, scene by scene →

2023 1 mention in 1 episode

Michael Carmen – Late-Stage Private Investing at Wellington (EP.332) Aug 10, 2023 · 1 mention · from 9:30
every mention in 2023, scene by scene →

2022 1 mention in 1 episode

David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229) Jan 3, 2022 · 1 mention · from 32:56
every mention in 2022, scene by scene →

2021 6 mentions in 4 episodes 2 per episode

Will Cook - Sunriver Management (Manager Meetings, EP.22) Dec 2, 2021 · 2 mentions · from 1:00:43
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175) Feb 1, 2021 · 2 mentions · from 49:07
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20) Nov 18, 2021 · 1 mention · from 1:07:31
Mike Smith and Nikhil Basu Trivedi – Footwork Ventures (Manager Meetings, EP.12) Sep 23, 2021 · 1 mention · from 44:06
every mention in 2021, scene by scene →

2020 2 mentions in 1 episode

Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22) Aug 3, 2020 · 2 mentions · from 50:07
every mention in 2020, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Peloton, oldest first

Sep 1, 2022 positive

Opinion

DeMeireles: Peloton remains the gold standard for connected hardware subscription models

“If you're building a connected hardware business that has a high value subscription, Peloton is the gold standard, regardless of what else is in the market.”

Marco De Morales Sep 1, 2022 ▶ 29:54 Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)

Peloton

Mentions by year

Everything said about Peloton, oldest first

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