A Look Into A Management Meeting with Lear Corp

July 21, 2022 00:36:16
A Look Into A Management Meeting with Lear Corp
PzenaPerspectives
A Look Into A Management Meeting with Lear Corp

Jul 21 2022 | 00:36:16

/

Show Notes

Auto supplier Lear’s profitability has been impacted by cost pressures and the supply chain, but its operating flexibility and product portfolio should help it thrive, as the industry normalizes and electrifies. Listen in on a real-life manager’s meeting with Lear CEO Ray Scott, Lear CFO Jason Cardew, and Pzena Portfolio Manager’s Ben Silver, Andrew Chung […]

Other Episodes

Episode 0

January 21, 2020 00:37:45
Episode Cover

GE: A Classic Value Opportunity

Co-CIO and Portfolio Manager John Goetz and Senior Research Analyst Daniel Babkes take a deep dive into our research process and recount how Pzena...

Listen

Episode 0

October 05, 2022 00:35:46
Episode Cover

Value Opportunities in an Uncertain World

Much has changed since our 2022 outlook – a war, energy price shocks and broader inflation, Fed rate hikes, and recession concerns, to name...

Listen

Episode 0

February 01, 2022 00:19:24
Episode Cover

Highlighted Holding Podcast - Ambev

Beer is big business for Ambev, the dominant producer and distributor of brew in Latin America and Canada. Near-term margin pressures provide a rare...

Listen