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Turnaround Letter Subscribers are Rewarded in Many Ways

Turnaround Letter subscribers have access to the greatest collection of turnaround investing insight and advice ever compiled. 15-year returns on our stock purchase recommendations are 12.5%, compared to the S&P 500's 9% (as of 6/30/18). The Turnaround Letter has a proven record of market-beating results throughout its three decades of existence.

Subscriber benefits include the following:

Market-beating stock picks and investment advice directly from George Putnam, III
Timely stock research, analysis and commentary
Updated goal prices for recommended stocks
Timely news and insight on all recommended stocks
Complete access to subscriber-restricted TurnaroundLetter.com, which includes the ability to search The Turnaround Letter’s extensive turnaround investing database for any subject matter

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Identify & Profit from Distressed Investing

Turnaround Investing Blog

Amazon = US GDP 1970

Amazon joined Apple in reaching a $1 trillion market capitalization. $1 trillion is about the same as the total value of New York City property and the total value of loans at JP Morgan, the nation’s largest bank in terms of assets. Jeff Bezos’ $160 billion stake would place him (personally) as the #33 largest company in the S&P 500 in terms of market cap, next to Coca-Cola, Disney and Netflix. We aren’t bold enough to predict whether the shares will continue upwards or if they are in a bubble reaching maximum inflation. Setting aside for a moment their investment prospects, let’s admire the truly remarkable milestone that these two companies have reached. Read More.

EV/EBITDA: What Is It & Why Are We Using It More?

In reading recent editions of The Turnaround Letter, you have probably noticed that we are increasingly using EV/EBITDA as a valuation measure, rather than the better-known price/earnings multiple. We thought it might be useful to describe this measure and why we like it.

Turnaround Letter Stock Pick Named Top Performer of 2017

What Last Year's Top Stock Pickers Are Buying in 2018

This Forbes write-up follows up on the recent Top Stock Tips report--naming The Turnaround Letter's Crocs recommendation the top performer of 2017: With 90% gains, CROX beat out 100 other investment ideas included in the report; and the stock continues to have value investing appeal, according to Putnam.

George notes, "We see additional upside for the stock in 2018 as management's efforts continue to bear fruit, though the gains will likely be more muted than we saw in 2017."