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Investing in Turnaround Companies: What You Need to Know

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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All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

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