TIP359: The Rise and Fall of Archegos and Discovery w/ Andrew Walker

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In today’s episode, Trey Lockerbie sits down with one of his favorite portfolio managers, Andrew Walker from Rangeley Capital. Trey took the opportunity to dig deeper on SPACs with Andrew, who is currently running a SPACs focused fund. This episode has been recorded in early June and a few weeks later, Pershing Square announced a 10% SPACquisition of Universal Music Group, which was not listed in the rumored roster of prospects, but makes the conversation even more interesting.

IN THIS EPISODE, YOU'LL LEARN:

  • (02:07) Billionaire Bill Ackman's comparison of the typical SPAC with the Pershing Square Tontine SPAC and why Andrew calls it a "unicorn" SPAC
  • (22:43) Discovery Channel and Warner's recent merger
  • (22:43) The collapse of Archegos

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

  • Rangeley Capital Website
  • Andrew’s Yet Another Value Podcast
  • Andrew’s Yet Another Value Blog
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
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