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

May 11, 2021 00:23:16
Episode Cover

Highlighted Holding - Michelin

Michelin’s business franchise is, in many ways, second-to-none: technical leadership, brand loyalty, and premium pricing. A comprehensive restructuring plan is aimed at delivering structurally...

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

Episode 0

May 19, 2021 00:22:48
Episode Cover

The Utility of ESG Scores in the Investment Process

ESG analyst Rachel Segal and Portfolio Manager Rakesh Bordia examine the relationship between ESG scores and investment performance, and observe that there is a...

Listen