TIP425: Top 5 predictions for 2022 w/ Andrew Walker
Trey Lockerbie invites back Andrew Walker of Rangeley Capital to provide an update on the Discovery merger with WarnerMedia and to discuss his top 5 predictions for 2022.
IN THIS EPISODE, YOU’LL LEARN:
- 01:27 - Predictions of the Discovery stock price post-merger.
- 02:34 - Why value stocks will outperform this year with a special focus on sporting goods retailers and cyclical commodity companies.
- 24:22 - The bullish case for cable companies.
- 31:10 - The fall of peloton and how the price to value looks today.
- 38:55 - The law of large numbers, how high flying tech might have its wings clipped.
- 42:36 - How SPACs will fair since the recent bubble burst.
- And much much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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- Yet Another Value Blog.
- Trey Lockerbie Twitter.
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