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:  https://docs.google.com/presentation/d/10t7lVjWmNkkm7jwunh46nMLvfVsS4tYgAJrNcFd7DRg/edit#slide=id.p3

We hope you enjoy this bonus episode.

Bonus: Andrew Walker - A SPACtacular Conversation

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Welcome to The Business Brew

This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. 

Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship.  And, as it turns out, people really like the podcast. 

While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others.  This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world.  

We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division.  So, if you are interested in participating please email us with the subject “Guest Appearance.”   

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. 

This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions.  We are not your fiduciary or advisor.

Bonus: Andrew Walker - A SPACtacular Conversation

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