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

December 29, 2020 00:34:24
Episode Cover

The Beginning of the Great Rotation to Value?

Co-CIO John Goetz discusses the drivers of a potential rotation back to sensible valuations, then answers questions about the current state of value investing...

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

November 23, 2021 00:28:38
Episode Cover

Highlighted Holding - Fresenius Medical Care

The impact of COVID-19 on Fresenius Medical Care is inherently transient. At the same time, favorable industry trends are emerging, the benefits of which...

Listen