Equity Mates Investing Podcast cover image

Expert: Andrew Walker shares two surprising value investing opportunities

Equity Mates Investing Podcast

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Cable and the Legacy Pay TV Bundle

Bryce: There was a proof point that video actually didn't matter guess what ESPN Disney ABC all these guys. Cable covers like paying those guys plus the marketing plus the technical overhead and everything they don't make a lot of money on video so everyone was terrified of video but it turned out video didn't really matter, he says. Bryce: As consumers i don't know if we're any better off you know we Bryce and i were just in the US and a big thing that i noticed was that the streaming services are coming for linear tv and for sport well let's jump back into value investing and and markets today a bit later because it's a really interesting conversation.

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