Turnarounds tend to be high risk, but equally can generate out-sized returns. They require specialist skills to determine which stocks to buy, sell or hold - and are certainly not for the feint hearted.
In the below slides (ie downloadable from LinkedIn) - which are being presented at 5pm tonight at Mello Events - I explain my approach to such situations.
Whilst also running through 4 turnaround ideas (re Smith+Nephew, Diageo, Argentex Group PLC & Inspiration Healthcare), alongside offering my view of the global economy and what’s currently priced into the equity markets.
Happy reading everyone.
https://www.linkedin.com/posts...
