IN THIS EPISODE, YOU’LL LEARN:
- Predictions of the Discovery stock price post-merger.
- Why value stocks will outperform this year with a special focus on sporting goods retailers and cyclical commodity companies.
- The bullish case for cable companies.
- The fall of peloton and how the price to value looks today.
- The law of large numbers, how high flying tech might have its wings clipped.
- How SPACs will fair since the recent bubble burst.
- And much much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES:
- Yet Another Value Blog.
- Trey Lockerbie Twitter.
- Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
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- Browse through all our episodes (complete with transcripts) here.
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