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

Value Hive Podcast

English - December 20, 2019 12:00 - 1 hour - 71.2 MB - ★★★★★ - 79 ratings
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Previous Episode: Episode 1 - Spin-off Investing with Richard Howe

Next Episode: Episode 3 - Thomas Bachrach: Fishing Where They Ain't (Global Micro-Cap Investing)

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:

His twitter: @AndrewRangeley

His website: YetAnotherValueBlog.com

His fund: Rangeley Capital

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Twitter Mentions

@andrewrangeley