2022 Predictions w/ Andrew Walker (TIP425)

Andrew Walker of Rangeley Capital is back on the show 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:
0:00:00 - Intro
0:00:15 - Update on the Merger Between Discovery and Warner Media
0:05:44 - Predictions of the Discovery Stock Price Post Merger
0:12:07 - Why Value Stocks Will Outperform This Year With a Special Focus On Sporting Goods Retailers and Cyclical Commodity Companies
0:26:31 - The Bullish Case for Cable Companies
0:32:30 - The Fall of Peloton and How the Price to Value Looks Today
0:39:40 - The Law of Large Numbers, How High Flying Tech Might Have Its Wings Clipped
0:43:54 - How SPACs Will Fair Since the Recent Bubble Burst

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▶️ PAST EPISODE MENTIONED:
The Rise and Fall of Archegos and Discovery w/ Andrew Walker (TIP359) -    • The Rise and Fall of Archegos and Dis...  
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