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 12 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 stocks, sports rights or legacy cable companies. He's also a diehard sports fan. We end up chatting about various sports teams that could use some fresh ownership (Redskins -- I'm looking at you).If you want to know more about Andrew, check out the following links:His twitter: @AndrewRangeleyHis website: YetAnotherValueBlog.comHis fund: Rangeley Capital

Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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Episode 3 with Thomas Bachrach: Fishing Where They Ain't (Global Micro-Cap Investing)

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A Value Investor’s Guide To Stoicism