We’re proud to release this week’s special episode, an interview with our wonderful guest, Andrew Walker. Andrew is a portfolio manager at Rangeley Capital and the host of Yet Another Value Podcast. He also runs an investment newsletter service, Yet Another Value Blog, where he delivers value investing insights and perspectives applied to special situations investing.
Our conversation with Andrew covered multiple fascinating topics – ranging from investment background, idea generation, market volatility, the SPAC resurgence, and so much more. We dived deep into specific companies such as Carvana, covering both the bull and bear theses for the business, as well as the Lionsgate spinoff. We also discussed crypto treasury companies, especially as tied to relative value arbitrage and taking advantage of these companies trading above NAV. We learned so much from this discussion and we hope our listeners will too.
Check out InsideArbitrage here: https://www.insidearbitrage.com/
Check out Andrew Walker and his Yet Another Value Empire here: https://www.yetanothervalueblog.com/
The Special Situations Report