Fitness Tech Turmoil and SPAC Insights

This chapter examines the stock decline of a major fitness technology company due to mismanagement and supply chain issues, alongside predictions for tech stocks like Apple and Tesla. It also explores the evolving SPAC landscape, reflecting on the shift in sentiment and potential investment opportunities amidst changing market dynamics.

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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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