RL216–Investing in Turnaround Companies: What You Need to Know
In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the complexities of turnaround investments. They discuss the risks associated with investing in companies attempting to recover from poor performance, emphasizing the importance of evaluating management effectiveness, market share, and financial health. The conversation highlights key factors to consider when assessing potential turnaround opportunities, including the relevance of products, competitive advantages, and the necessity of a solid investment strategy to manage risks effectively.
Chapters
00:00 Introduction to Turnaround Investments
02:05 Understanding Turnarounds: Risks and Opportunities
05:53 Evaluating Management: Key to Successful Turnarounds
10:58 Market Share: A Crucial Factor in Turnaround Potential
12:41 Assessing Business Viability: Competitive Advantage and Relevance
18:09 Financial Health: Analyzing the Balance Sheet
21:10 Management Actions: Progress and Accountability
27:30 Investment Strategy: Managing Risks and Position Sizes
For more links and the full show notes keep scrolling down!
Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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