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.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

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.

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:

Bluehost
Fintool
PrizePicks
Vanta
Onramp
SimpleMining
Fundrise
TurboTax

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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests