Operators Dashboard

Episode 21: How To Fix A Business In 100 Days w/ Jeff Sands, Dorset Partners

 
What better time to have a turnaround expert on the show, right? 
 
Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he’s got a good shot at 2020. He spent his early career working in his family business. When outside pressures rattled the company, Jeff realized two things: a) the importance of cash and b) that nobody taught him how to manage this crisis. 
 
Jeff’s passion is turning around troubled businesses, and he’s one of the best in the world at it. 
During our chat, we discuss: 
  • [0:00 – 9:00] Introduction and Background
  • [10:00 – 13:00] Why Stubbornness Is Death in Turnarounds
  • [14:00-20:00] Jeff’s Tools For Turnarounds
  • [21:00-27:00] Why Jeff Doesn’t Look at The P&L
  • [28:00-30:00] First Steps in Any Turnaround
  • [31:00-34:00] How To Coach A Bank
  • [35:00-41:00] Founding Dorset Partners
  • [42:00-56:00] Real World Turnaround Examples
  • [57:00-59:00] How To Identify A Core Business
  • [60:00-66:00] Jeff’s Failures in Turnarounds
  • [67:00-69:00] How To Spot Failed Turnarounds in Public Companies
  • [70:00-end] Concluding Questions
If you want to learn more about Jeff (and his book), check out these links: 
If you like what we’re doing, please leave us a rating and review on Apple Podcasts.  

Picture of Brandon Beylo

Brandon Beylo

Senior Partner at MO, PM at Foundation Capital, lead value investor, ValueHive podcast host, and a tennis nut. https://www.x.com/marketplunger1

Related Posts

Navigation
Contact
Facebook-f X-twitter Linkedin-in

An Unparalleled Investment Research Community For Traders and Investors.

All content in this page, on our website, all emails, social media posts, comments on other websites or other material generated by Macro Ops is intended for general information and educational purposes only. NOT INVESTMENT ADVICE. Click here for full disclaimer.

© 2024.  | All Rights Reserved.

Subscribe To Our Newsletter

Brandon Beylo

Value Investor

Brandon has been a professional investor focusing on value for over 13 years, spending his time in small to micro-cap companies, spin-offs, SPACs, and deep value liquidation situations. Over time, he’s developed a deeper understanding for what deep-value investing actually means, and refined his philosophy to include any business trading at a wild discount to what he thinks its worth in 3-5 years.

Brandon has a tenacious passion for investing, broad-based learning, and business. He previously worked for several leading investment firms before joining the team at Macro Ops. He lives by the famous Munger mantra of trying to get a little smarter each day.

Linkedin-in Twitter

AK

Investing & Personal Finance

AK is the founder of Macro Ops and the host of Fallible.

He started out in corporate economics for a Fortune 50 company before moving to a long/short equity investment firm.

With Macro Ops focused primarily on institutional clients, AK moved to servicing new investors just starting their journey. He takes the professional research and education produced at Macro Ops and breaks it down for beginners. The goal is to help clients find the best solution for their investing needs through effective education.

Youtube

Tyler Kling

Volatility & Options Trader

Former trade desk manager at $100+ million family office where he oversaw multiple traders and helped develop cutting edge quantitative strategies in the derivatives market.

He worked as a consultant to the family office’s in-house fund of funds in the areas of portfolio manager evaluation and capital allocation.

Certified in Quantitative Finance from the Fitch Learning Center in London, England where he studied under famous quants such as Paul Wilmott.

Linkedin-in Twitter

Alex Barrow

Macro Trader

Founder and head macro trader at Macro Ops. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he worked as a contract intelligence professional for a number of US agencies (from the DIA to FBI) with a focus on counterintelligence and terrorist financing. He also spent time consulting for a tech company that specialized in building analytic software for finance and intelligence analysis.

After leaving the field of intelligence he went to work at a global macro hedge fund. He’s been professionally involved in markets since 2005, has consulted with a number of the leading names in the hedge fund space, and now manages his own family office while running Macro Ops. He’s published over 300 white papers on complex financial and macroeconomic topics, writes regularly about investment/market trends, and frequently speaks at conferences on trading and investing.

Macro Ops is a market research firm geared toward professional and experienced retail traders and investors. Macro Ops’ research has been featured in Forbes, Marketwatch, Business Insider, and Real Vision as well as a number of other leading publications.

You can find out more about Alex on his LinkedIn account here and also find him on Twitter where he frequently shares his market research.

Linkedin-in Twitter