The Special Situations Cast Episode 003 Featuring Andrew Walker

I am talking to Andrew Walker, portfolio manager at Rangeley Capital and his widely read YAVB blog In this episode, we discuss: Madison Square Garden and the worst run team in the NBA The Taubman / Simon Property M&A deal  The Tiffany's and LVMH M&A deal  Cable companies  Twitter / the worst run social media property in the NASDAQ? (I'm detecting a pattern here)  Kontoor Brands; dividend stock that suspended its dividend And more. You can find Andrew's must-read blog here (http://yetanothervalueblog.com/) and he's also on Twitter https://twitter.com/AndrewRangeley