In today’s episode, Trey Lockerbie sits down with one of his favorite portfolio managers, Andrew Walker from Rangeley Capital. Trey took the opportunity to dig deeper on SPACs with Andrew, who is currently running a SPACs focused fund. This episode has been recorded in early June and a few weeks later, Pershing Square announced a 10% SPACquisition of Universal Music Group, which was not listed in the rumored roster of prospects, but makes the conversation even more interesting. IN THIS EPISODE, YOU'LL LEARN:<ul><li>(02:07) Billionaire Bill Ackman's comparison of the typical SPAC with the Pershing Square Tontine SPAC and why Andrew calls it a "unicorn" SPAC</li><li>(22:43) Discovery Channel and Warner's recent merger</li><li>(22:43) The collapse of Archegos</li></ul> *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES<ul><li>Rangeley Capital <a href="http://www.rangeleycapital.com/" rel="noopener noreferrer" target="_blank">Website</a></li><li>Andrew’s Yet Another Value <a href="https://yetanothervalueblog.com/podcast" rel="noopener noreferrer" target="_blank">Podcast</a></li><li>Andrew’s Yet Another Value <a href="https://yetanothervalueblog.com/about" rel="noopener noreferrer" target="_blank">Blog</a></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">TIP Finance Tool</a></li><li>Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with&nbsp;<a href="https://wildalaskancompany.com/wsb" rel="noopener noreferrer" target="_blank">Wild Alaskan Company</a>. Order today and get $15 off your 1st box of premium seafood</li><li>Communicate your ideas in the best way possible with&nbsp;<a href="https://www.canva.com/" rel="noopener noreferrer" target="_blank">Canva</a></li><li>Check out&nbsp;<a href="https://www.kraken.com/tip" rel="noopener noreferrer" target="_blank">Kraken</a>'s industry-leading exchange where you can buy Bitcoin</li><li>Teach kids good money habits the fun and easy way with&nbsp;<a href="https://www.gohenry.com/" rel="noopener noreferrer" target="_blank">GoHenry</a>’s debit card for kids and app for parents. Get one free month with promo code WSB</li><li>Access conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with&nbsp;<a href="https://www.quartr.app/" rel="noopener noreferrer" target="_blank">Quartr</a></li><li>Join&nbsp;<a href="https://ourcrowd.com/study" rel="noopener noreferrer" target="_blank">OurCrowd</a>&nbsp;and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more</li><li>Savor every moment with&nbsp;<a href="https://www.butcherbox.com/investors" rel="noopener noreferrer" target="_blank">ButcherBox</a>. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up</li><li>Thank an awesome human with the best scrubs in the world --&nbsp;<a href="https://www.wearfigs.com/" rel="noopener noreferrer" target="_blank">FIGS</a>! Enter promo code WSB at checkout to get 15% off</li><li>Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to&nbsp;<a href="https://www.rocketlawyer.com/workconfidently" rel="noopener noreferrer" target="_blank">rocketlawyer.com/workconfidently</a>&nbsp;to start your free trial today</li><li>Get three months free when you protect yourself with&nbsp;<a href="https://www.expressvpn.com/tip" rel="noopener noreferrer" target="_blank">ExpressVPN</a>, the VPN we trust to keep us private online</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a></li><li>Support our free podcast by supporting our&nbsp;<a href="https://theinvestorspodcast.com/sponsors/" rel="noopener noreferrer" target="_blank">sponsors</a></li></ul> HELP US OUT!Help us reach new listeners by leaving us a&nbsp;<a href="https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit" rel="noopener noreferrer" target="_blank">rating and review</a>&nbsp;on&nbsp;<a href="https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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TIP359: The Rise and Fall of Archegos and Discovery w/ Andrew Walker

The Investor's Podcast Network