TIP425: Top 5 predictions for 2022 w/ Andrew Walker

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>01:27 - Predictions of the Discovery stock price post-merger.</li><li>02:34 - Why value stocks will outperform this year with a special focus on sporting goods retailers and cyclical commodity companies.</li><li>24:22 - The bullish case for cable companies.</li><li>31:10 - The fall of peloton and how the price to value looks today.</li><li>38:55 - The law of large numbers, how high flying tech might have its wings clipped.</li><li>42:36 - How SPACs will fair since the recent bubble burst.</li><li>And much much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES:</strong></p><ul><li>Yet Another Value <a href="https://yetanothervalueblog.substack.com/" rel="noopener noreferrer" target="_blank"><strong>Blog</strong></a><strong>.</strong></li><li>Trey Lockerbie <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a><strong>.</strong></li><li>Preston, Trey &amp; Stig’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance Tool</strong></a><strong>.</strong></li><li>New to the show? Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>We Study Billionaires Starter Packs</strong></a>.</li><li>See the all-new 2022&nbsp;<a href="http://lexus.com/NX" rel="noopener noreferrer" target="_blank"><strong>Lexus NX</strong></a>&nbsp;and discover everything it was designed to do for you. Welcome to the next level.</li><li>Get access to some of the most sought-after real estate in the U.S. with&nbsp;<a href="https://crowdstreet.com/" rel="noopener noreferrer" target="_blank"><strong>Crowdstreet</strong></a>.</li><li><a href="https://yieldstreet.com/" rel="noopene