Andrew Walker - Yet Another Value Discussion!

Andrew Walker, author of Yet Another Value Blog, host of Yet Another Value Podcast, stops by The Business Brew to chat. Andrew hosts one of the best financial podcasts out there, and is a great writer. We both hope you enjoy this conversation!

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Detailed Show Notes 6:00 - Microsoft Thought Exercise

14:00 - Quality vs. Price

22:00 - Delek

31:00 - Getting ideas from others

34:30 - What does the telco lead situation potentially mean for cable

39:00 - The potential for any investment to be a zero

43:00 - The bank thesis of May-ish

46:30 - Position sizing

49:30 - What's your edge?

52:00 - Activision and Microsoft

1:01:00 - Media overview

1:10:00 - Holdcos as an investment

1:18:00 - $RIDEQ