Proven Playbook Execution

Steph proposes creating a podcast/platform focused on analyzing deeply discounted stocks and crowdsourcing turnaround strategies from operators. The concept combines entertainment with practical business strategy discussions.

Key Points:

• Focus on Significantly Discounted Stocks:

  • Target companies that have fallen 80%+ from their highs
  • Look for established companies, not small caps
  • Example: Bed Bath & Beyond falling from $80 to $6

• Format Structure:

  • Jeopardy-style competition between operators
  • Contestants present their turnaround strategies
  • Compare different approaches to fixing the business

• Core Concept:

  • Find distressed but known companies
  • Have operators compete to present the best turnaround strategy
  • Create engaging content around business problem-solving

• Value Proposition:

  • Entertainment through competition format
  • Practical business strategy discussions
  • Insight into potential investment opportunities in distressed companies

This idea builds on the current market environment where many established companies are trading at significant discounts, creating opportunities for operational improvements and turnarounds.