The Turnaround Letter Blog

Learn how to find and invest in undervalued stocks from the market insider that MSN Money’s Michael Brush calls one of his “favorite value managers for the past decade.”, George Putnam III.

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Private Equity and the Ec...

Michael Jensen’s 1989 article in Harvard Business Review, “The Eclipse of the Public Corpo...

Lessons from the 1st Turn...

In July, 1986, almost exactly 33 years ago, George Putnam sent the first Turnaround Letter...

Turnaround Investing Phil...

Recently I was asked how my investing perspective changed over the 32 years of publishing ...

Excuse du Jour: The Dog A...

 

Sell When They Want to Bu...

Investors know that it’s always easier to sell a stock when it is going up--the more peopl...

Don't be Trendy!

Turnaround investors must be especially wary of trendy sectors. Recently, this has been de...

Don't Try to Time the Mar...

There is an old saying in the investment business: “You can always tell the market-timers:...

Convertible Bonds & Value...

Convertible bonds are an attractive vehicle for investors who want equity-like returns but...

Recommended Read in "Barr...

In last week's edition of Barron's, ("Do Wall Street Stock Price Targets Really Matter? Wh...

Our Current Outlook on We...

One of our members recently enquired about our thoughts on Weatherford shares, and we thou...

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