The Special Situations Cast Episode 003 Featuring Andrew Walker

I am talking to Andrew Walker, portfolio manager at Rangeley Capital and his widely read YAVB blog In this episode, we discuss: Madison Square Garden and the worst run team in the NBA The Taubman / Simon Property M&A deal  The Tiffany's and LVMH M&A deal  Cable companies  Twitter / the worst run social media property in the NASDAQ? (I'm detecting a pattern here)  Kontoor Brands; dividend stock that suspended its dividend And more. You can find Andrew's must-read blog here (http://yetanothervalueblog.com/) and he's also on Twitter https://twitter.com/AndrewRangeley

Om Podcasten

Discussion of market events and investment ideas with top analysts, portfolio managers, hedge fund managers, experts and other investment professionals primarily revolving special situation, even driven or market neutral investing.