Posts

Episode 2 with Andrew Walker: Sports Rights, Media Investments and Cookies

Andrew Walker is co-founder of Rangeley Capital and founder/writer of Yet Another Value Blog.

In this episode, Andrew and I discuss media investments, review his media guide blog posts (here’s parts 12 and 3) and highlight specific ways to play the coming un-bundling phenomenon.

Andrew is a media investment savant. This is a must listen for anyone interested in media stocks, sports rights or legacy cable companies. He’s also a diehard sports fan. We end up chatting about various sports teams that could use some fresh ownership (Redskins — I’m looking at you).

If you want to know more about Andrew, check out the following links:

His twitter: @AndrewRangeley

His website: YetAnotherValueBlog.com

His fund: Rangeley Capital

Macro Ops Podcast: Spin-off Investing with Richard Howe

This is an all-out spin-off podcast. Brandon chats with Richard Howe, founder of StockSpinoffInvesting.com. Brandon and Richard discuss everything spin-off related. Richard focuses on smaller-cap spin-offs, and goes deep into his research process.

The hour-long episode covers current ideas, past ideas, the history behind spin-off investing and what Richard likes going forward.

Check it out on your favorite Podcasting Platform:

Apple Podcasts

Google Podcasts

Spotify

Breaker

Overcast

Pocket Casts

Radio Public

Stitcher

Anchor.fm

 

Show-notes:

Richard’s website: stockspinoffinvesting.com

Richard Howe on Twitter: @stockspinoffss (with two ‘s’)

Value Hive Newsletter: https://macro-ops.com/value-hive/

Books Mentioned: Tim Ferriss’ 4-Hour Work Week, Joel Greenblatt’s You Can Be A Stock Market Genius