Welcome to the June 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investing into franchisees, blaming IR for stock price, competitors, interest in a stock and thesis drift.
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Daloopa
[1:33] Investing into franchisees
[10:43] Blaming IR for stock price
[13:37] Killing competitors
[16:25] Interest in a stock
[18:12] Thesis drift
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