Turnaround and Deep Cyclical Investing
Buying at the bottom of a capital cycle or an operating collapse, where supply discipline rather than demand does the work.
8 books · 2 people behind it
Start here
- Who Says Elephants Can't Dance?Louis V. Gerstner, 2002
- Dead Companies WalkingScott Fearon, Jesse Powell, 2015
- Capital ReturnsEdward Chancellor, 2015
The people behind it 2
Each person holds a book in this entry or names it in their own tags.
Investors 1
Journalists 1
Books 8
Louis V. Gerstner · 2002 · Insider account of the IBM turnaround by the chief executive who ran it.
Bryce G. Hoffman · 2012 · Mulally at Ford: the operating detail of a turnaround that worked.
Edward Chancellor · 2015 · Marathon's capital cycle letters; the best framework for cyclical investing.
Richard Preston · 1991 · Nucor building a mini-mill at the bottom of the steel cycle.
Stuart C. Gilson · 2001 · What actually happens inside a restructuring, case by case.
Steve Miller, Nell Minow · 2008 · A professional turnaround chief executive on Chrysler, Bethlehem and Delphi.
Scott Fearon, Jesse Powell · 2015 · The counter-case: most apparent turnarounds are value traps.
Stuart Slatter, David Lovett · 1999 · The operational playbook, written for managers rather than investors.