Andrew Walker, a PM at Rangeley Capital, author of Yet Another Value Blog, and host of Yet Another Value Podcast stopped by to discuss SPACs and his investment philosophy. We are releasing this episode as a bonus because there are some elements of it that require a faster release than normal. Areas discussed were SPACs, sum of the parts analysis, Getting Better as an Investor, and the current market environment.
Andrew has had an interesting career. He’s found “compounders,” special situations, and everything in between. He won the 2017 Sohn Idea Contest (that’s a big deal for those that don’t know) when “La Quinta (LQ) is sold its franchise business to Wyndham and spun off its owned hotel portfolio into a new REIT (CorePoint) in a taxable spin.” You can see his presentation here.
We hope you enjoy this bonus episode.
Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification.
Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation.
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