TIP425: Top 5 predictions for 2022 w/ Andrew Walker

[We Study Billionaires - The Investor’s Podcast]

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

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