Recent Posts
November 19, 2019
  • No products in the cart.
HomePodcast Summary

Turnaround Letter Podcast

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

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