TIP425: Top 5 predictions for 2022 w/ Andrew Walker

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 25 February 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Transcript

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0:00.0	You're listening to TI-P.
0:30.0	You're listening to TI-P.
1:00.0	Welcome to the investors podcast. I'm your host, Tray Lockerby.
1:18.0	And today, we have back on the show Andrew Walker from Rangely Capital.
1:22.0	Andrew, welcome back.
1:24.0	Hey, thanks for having me on for the second and a half time, Tray.
1:27.0	Well, I'm super excited to dig into your top five predictions for 2022, but I'd be remiss if I didn't bring this up.
1:35.0	Last time you were on the show is June 2020.
1:38.0	We were talking a lot about discovery and its potential merger with Warner Media.
1:42.0	That was episode 359.
1:44.0	And a lot has happened since then. Some news came out today.
1:47.0	I thought it'd be great to just check in on that merger and see what's happening, how it's progressing.
1:52.0	Yeah, I think everything is proceeding as planned. They just this morning, as you know, we were talking about, they just got regulatory approval for the deal.
2:00.0	So, you know, that was kind of the last gating path. We're on track to close in the next couple of months.
2:05.0	And I'm just still super excited for once this deal closes the combination of discovery and Warner Media together.
2:10.0	It's going to create the third global scale platform with some of the best brands in the world.
2:15.0	The other two would be Netflix and Disney.
2:17.0	I think Warner Brothers, they've got Warner Brothers, the DC Universe, you merge that with discovery and all of their channels, all of their brands.
2:24.0	You put those together and I just think you've got a really interesting company trading very cheaply.
2:29.0	It's going to gush cashflow. And I think that combination is going to be very powerful.
2:33.0	Yeah, and for all that bullishness, the stock is still pretty depressed.
2:37.0	I mean, it's trading on the 2019 levels. But for those who remember, it shot up to 3x in early 2021.
	...

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