Andrew Walker - Yet Another Value Discussion!
Episode description
Andrew Walker, author of Yet Another Value Blog, host of Yet Another Value Podcast, stops by The Business Brew to chat. Andrew hosts one of the best financial podcasts out there, and is a great writer. We both hope you enjoy this conversation!
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Detailed Show Notes 6:00 - Microsoft Thought Exercise
14:00 - Quality vs. Price
22:00 - Delek
31:00 - Getting ideas from others
34:30 - What does the telco lead situation potentially mean for cable
39:00 - The potential for any investment to be a zero
43:00 - The bank thesis of May-ish
46:30 - Position sizing
49:30 - What's your edge?
52:00 - Activision and Microsoft
1:01:00 - Media overview
1:10:00 - Holdcos as an investment
1:18:00 - $RIDEQ