Tag: spin-off investing
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Episode 2 with Andrew Walker: Sports Rights, Media Investments and Cookies
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…
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Macro Ops Podcast: Spin-off Investing with Richard Howe
This is an all-out spin-off podcast. Brandon chats with Richard Howe, founder of StockSpinoffInvesting.com. Brandon and Richard discuss everything spin-off related. Richard focuses on smaller-cap spin-offs, and goes deep into his research process.The hour-long episode covers current ideas, past ideas, the history behind spin-off investing and what Richard likes going forward.Check it out on your favorite…