TIP425: Top 5 predictions for 2022 w/ Andrew Walker

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
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.



BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
  • Yet Another Value Blog.
  • Trey Lockerbie Twitter.



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