Investing Insights: Cyclical Stocks and Beyond

This chapter explores the intricacies of investing in cyclical stocks like US Steel, emphasizing its strong cash flow and the impact of market anomalies. It also analyzes the cable market's resilience, Peloton's evolving business landscape, and the strategic interests of major companies in emerging opportunities.

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Episode notes

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.

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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.
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