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 1, 2 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:
https://macro-ops.com/wp-content/uploads/2019/12/Macro-Ops-Logo.png00Brandon Beylohttps://macro-ops.com/wp-content/uploads/2019/12/Macro-Ops-Logo.pngBrandon Beylo2019-12-31 13:51:022019-12-31 14:02:18Episode 2 with Andrew Walker: Sports Rights, Media Investments and Cookies
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: