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 1, 2 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: @AndrewRangeley

His website: YetAnotherValueBlog.com

His fund: Rangeley Capital