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

July 13, 2020 00:17:10
Episode Cover

Questioning Conventional Wisdom on Risk and Return

We think average 10-year returns present a fair picture of investment skill. But how to measure risk? The Sharpe ratio compares long-term returns with...

Listen

Episode

January 16, 2024 00:55:59
Episode Cover

2024 Global Outlook for Value

Co-CIO and Portfolio Manager John Goetz and Portfolio Manager Dan Babkes discuss the current opportunity for disciplined value investors. Topics include: · Finding value...

Listen

Episode 0

April 23, 2020 00:33:50
Episode Cover

The Next Great Depression or the Next Value Opportunity?

The next depression?  A virus-driven recession?  Cyclical recovery? How long? How deep?    Our CEO discusses value investing during the COVID-19 crisis. Disclosure This recording...

Listen