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The Turnaround Podcast with Fexingo: Distressed Businesses, Restructuring, and Recovery

The Turnaround Podcast with Fexingo: Distressed Businesses, Restructuring, and Recovery

By: Fexingo
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Each weekday, Lucas and Luna walk through the aftermath of financial distress. Not theoretical turnaround theory — they dissect actual SEC filings, creditor committee reports, and court dockets from active Chapter 11 cases. Lucas maps the capital structure, the DIP financing terms, and the lender-on-lender violence; Luna focuses on the operational levers — store closures, headcount reductions, asset sales — and whether the restructuring plan gives the business a real second act. Recent conversations have covered Rite Aid's pharmacy network rationalization, the bankruptcy of a regional hospital chain, and the restructuring of a solar manufacturer hit by tariff shifts. They don't flinch from hard numbers: recovery rates by lien position, administrative expense claims, and the delta between plan value and liquidation value. The listener is a credit analyst, a distressed-debt investor, a turnaround consultant, or a CFO who wants to hear how other companies navigated the edge. Every episode is grounded in fresh data — current bond prices, same-store sales from the company's latest 8-K, industry-wide default rates. No cheerleading for 'fresh starts' — just a clear-eyed walk through the numbers and the decisions that determine who gets paid and who doesn't. What does a viable restructuring actually look like when the cash-flow model shows a liquidity gap in 18 months? #DistressedDebt #Chapter11 #Bankruptcy #Restructuring #Turnaround #CreditMarkets #HighYield #LeveragedFinance #DIPFinancing #CreditorRights #Business #FexingoBusiness #BusinessPodcast #Finance #CorporateFinance #RestructuringAdvisory #SpecialSituations #DistressedInvesting Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • How a 60-Year-Old Video Game Publisher Survived the Free-to-Play Revolution

    How a 60-Year-Old Video Game Publisher Survived the Free-to-Play Revolution
    Jun 15 2026
    In this episode, Lucas and Luna explore the turnaround of a 60-year-old video game publisher that nearly collapsed when free-to-play mobile gaming disrupted its premium boxed-product business. They focus on the company's pivot to live-service models, the painful restructuring that cut 30% of its workforce, and how it re-emerged with a profitable subscription tier. Anchored to the current market environment of June 2026, they discuss how the S&P 500's record levels hide deep industry disruption, and connect the publisher's survival to broader lessons in adapting business models without losing your core audience. #VideoGamePublisher #Turnaround #Restructuring #FreeToPlay #LiveService #GamingIndustry #BusinessModelPivot #Subscription #Layoffs #DigitalTransformation #Business #Finance #Strategy #Resilience #LegacyCompany #FexingoBusiness #BusinessPodcast #TheTurnaroundPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • How a 170-Year-Old News Wire Survived the Internet

    How a 170-Year-Old News Wire Survived the Internet
    Jun 15 2026
    Lucas and Luna dive into the story of Agence France-Presse (AFP), a news wire founded in 1835 that faced near-collapse in the late 1990s. They explore how a cooperative model, a pivot to multimedia, and a bet on fact-checking turned a struggling telegraph-age relic into a profitable digital-native news service. With context from today's markets—where the S&P 500 sits at 7,431 and the Iran peace deal is driving a risk-on rally—they ask what legacy institutions can learn from AFP's survival playbook. A concrete look at restructuring that isn't about cost-cutting, but about redefining your core value. #AgenceFrancePresse #AFP #NewsWire #BusinessTurnaround #Restructuring #LegacyBusiness #DigitalTransformation #FactChecking #Journalism #CooperativeModel #MediaSurvival #BusinessPodcast #FexingoBusiness #TheTurnaroundPodcast #Business #History #Innovation #Resilience Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • How a 92-Year-Old Stationery Company Survived Digital Disruption

    How a 92-Year-Old Stationery Company Survived Digital Disruption
    Jun 14 2026
    In this episode of The Turnaround Podcast, Lucas and Luna explore how a 92-year-old stationery company, founded in 1934, survived the digital disruption that wiped out most of its industry. They dive into the company's pivot from paper-based products to digital collaboration tools, focusing on a key decision in 2019 to acquire a small productivity app startup. The conversation ties into current market trends, including the small-cap rally and strong GDP growth, showing how a legacy business can reinvent itself. Lucas shares specific numbers on the company's revenue recovery, from a 40% drop in 2020 to a return to growth by 2024. Luna questions whether the pivot diluted the brand, and they discuss the balance between tradition and innovation. The episode closes with a reflection on what other distressed businesses can learn from this turnaround. #Stationery #Turnaround #DigitalDisruption #ProductivityApps #LegacyBusiness #BusinessTurnaround #Restructuring #1994Company #RevenueRecovery #SmallCaps #GDPGrowth #BusinessStrategy #Innovation #Tradition #FexingoBusiness #BusinessPodcast #TheTurnaroundPodcast #Podcast Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
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