Comparing 2022 to the Dot-Com bubble + Activist investor challenges Peloton leadership | E1368
Publisher |
Jason Calacanis
Media Type |
audio
Categories Via RSS |
Business
Entrepreneurship
Investing
Technology
Publication Date |
Jan 25, 2022
Episode Duration |
01:06:37
Due to the volatility in the market, Jason and Molly review the fundamentals of Block, Zoom, Netflix, Coinbase, and AirBnB and compare this correction with the Dot-com crash (2:11). They discuss investing in a downturn, the difference between private and public investors, speculative businesses vs. strong fundamentals and more! To wrap, we cover activist investor Blackwells Capital calling for the Peloton Board to terminate CEO John Foley and consider a sale (57:10).

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