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GLIBP - Andrew Walker: 'Cable Is The Best Infrastructure Asset On Earth'
GCI Liberty Inc. Series A Cumulative Redeemable Preferred Stock
In this video interview Andrew Walker, portfolio manager at Rangeley Capital, talks to me about some of his best investment ideas. I love Andrew's writing on his blog. He's a fantastic analyst and extremely knowledgeable around the media space, both regarding content and distribution. We touch on that subject a lot but also get in specific M&A deals and whether these will break.
We're discussing Madison Square Garden (MSGS). I tried to dissuade him but he calls the Knicks the worst-run team in the NBA. He does still believe this is a hugely valuable team.