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August 4, 2020
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HomePodcast Summary

Turnaround Letter Podcast

Our members-only Turnaround Letter podcast, hosted by our Head of Equity Research Bruce Kaser.

 

Turnaround Letter, Episode 46: 12 Minutes

Date: July 25, 2020 

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Portfolio Company Updates

 

Turnaround Letter, Episode 45: 11 Minutes

Date: July 17, 2020 

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Portfolio Company Updates
  • Outside of Earnings
    • Comments that the momentum-driven tech names may be reaching a limit, while value-oriented stocks could emerge.

 

Turnaround Letter, Episode 44: 9 Minutes

Date: July 10, 2020 

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Portfolio Company Updates
  • Outside of Earnings
    • Shareholder activism era is shifting, as is ESG trend.
    • Amazon’s market cap increase YTD = Facebook’s total market cap.

 

Turnaround Letter, Episode 27: 6 Minutes

Date: March 6, 2020

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • What is going on in the energy industry?
    • A look at fiscal discipline, collapse, failure and potential investment opportunity
  • In Memoriam: Jack Welch

 

Turnaround Letter, Episode 23: 13 Minutes

Date: February 8, 2020

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Earnings and news updates on Recommended companies
  • Brexit, and a fascinating book on merchant banking for history fans
  •  

Turnaround Letter, Episode 22: 12 Minutes

Date: February 1, 2020

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • This month’s Turnaround Letter, including an overview of our new Buy recommendation
  • Earnings updates on Recommended companies
  • Primary election season starts on Monday

Turnaround Letter, Episode 21: 9 Minutes

Date: January 24, 2020

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Earnings updates on Recommended companies
  • An overview of last week’s portfolio changes
  • Our analysis of Tesla and its growth prospects
  • Polaris Capital Annual Investor Seminar

Turnaround Letter, Episode 20: 9 Minutes

Date: January 17, 2020

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Earnings updates on Recommended companies

Turnaround Letter, Episode 19: 8 Minutes

Date: January 17, 2020

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • 4th quarter company portfolio updates

Turnaround Letter, Episode 18: 7 Minutes

Date: January 10, 2020

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Avoiding the noise of the market
  • Portfolio company updates

Turnaround Letter, Episode 18: 7 Minutes

Date: January 3, 2020

Host: Bruce Kaser, Head of Equity Research

Coverage:

Today’s podcast covers certain market narratives, listed out below, that we think may need re-examining. 

  • Oil stocks are destined for oblivion
  • Tech stocks are poised to eternally dominate
  • Stock selection is a dead end
  • Hedge funds are dead
  • Private equity will continue to reign

Turnaround Letter, Episode 17: 11 Minutes

Date: December 13, 2019

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Portfolio company updates
  • Brexit
  • The late Paul Volcker and his battle with inflation
  • Wall Street legend Donald Marron passed away

Turnaround Letter, Episode 16: 8 Minutes

Date: December 6, 2019

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Portfolio company updates
  • Our contrarian take on the future of the oil & gas industry

Turnaround Letter, Episode 15: 8 Minutes

Date: November 22, 2019

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Earnings updates on recommendation stocks
  •  Exploring 3 interesting stocks outside of the portfolio
    • Hamilton Beach Brands (HBB)
    • National Presto Industries (NPK)
    • NN Industries (NNBR)

Turnaround Letter, Episode 14: 7 Minutes

Date: November 15, 2019

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Earnings updates on recommended stocks
  • A shoutout to the Miami of Ohio college football team

Turnaround Letter, Episode 13: 12 Minutes

Date: November 11, 2019

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Earnings updates on recommended stocks

Turnaround Letter, Episode 12: 15 Minutes

Date: November 1, 2019

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Earnings updates on recommended stocks

Turnaround Letter, Episode 11: 8 Minutes

Date: October 25, 2019

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Earnings updates on recommended stocks
  • Update on a controversial energy sector stock
  • A lesson on mining companies
  • World Series Game 3 is tonight

Turnaround Letter, Episode 10: 6 Minutes

Date: October 18, 2019

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Earnings updates on recommended names
  • Portfolio company news
  • Macroeconomic commentary

Turnaround Letter, Episode 9: 5 Minutes

Date: October 11, 2019

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Portfolio company updates
  • Our take on the US-China trade war
  • It’s baseball season! The Astros turnaround keeps paying dividends

Turnaround Letter, Episode 8: 5 Minutes

Date: October 4, 2019

Host: Bruce Kaser, Head of Equity Research

Coverage:

  • Texas Turnarounds
  • Value stocks that looked primed for turnarounds
  • Our October Feature Recommendation: A diamond in the rough
  • Comments on some dividend-paying stocks

Turnaround Letter, Episode 7: 7 Minutes

Date: September 27, 2019

Host: Bruce Kaser, Head of Equity Research Coverage:

  • Extensive discussion about the best and worst cases for a controversial energy sector stock and what can happen when Investor Relations does a poor job

 Turnaround Letter, Episode 6: 8 Minutes

Date: September 20, 2019

Host: Bruce Kaser, Head of Equity Research Coverage:

  • Portfolio company news and analysis
  • Elliott Management’s shareholder activism at AT&T
  • Our thoughts on the $1 trillion deficit and recent liquidity stresses in the money market

 Turnaround Letter, Episode 5: 11 Minutes

Date: September 13, 2019

Host: Bruce Kaser, Head of Equity Research Coverage:

  • Analysis of a controversial retail industry stock
  • A recent and highly encouraging earnings update on a consumer sector portfolio company
  • Our thoughts on the sudden shift away from large cap momentum stocks and towards value stocks
  • Some brief comments on money-losing IPOs
  • Follow-up on effects of Brexit on stock prices

 Turnaround Letter, Episode 4: 5 Minutes

Date: August 30, 2019

Host: Bruce Kaser, Head of Equity Research Coverage:

  • Analysis of a recent shareholder activism campaign at a portfolio company
  • Our macroeconomic view of the post-World War II global economy
  • Some brief thoughts on Brexit

Turnaround Letter, Episode 3: 

8 Minutes Date: August 2, 2019

Host: Bruce Kaser, Head of Equity Research

  • Updates on eleven portfolio companies’ earnings

Turnaround Letter, Episode 2: 8 Minutes

Date: July 26, 2019

Host: Bruce Kaser, Head of Equity Research

  • Updates on ten portfolio companies    

Turnaround Letter, Episode 1: 6 Minutes

Date: July 19, 2019

Host: Bruce Kaser, Head of Equity Research

  • Updates on seven portfolio companies